See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,914 | $185,822+2.7% | $169,993+12.3% | $139,434+36.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.46% | 60.50%-55.0pp | 53.37%-47.9pp | 372.94%-367.5pp |
| Employer contribution / active EE | $6,797 | $7,590-10.5% | $6,785+0.2% | $4,751+43.1% |
| Participant deferral / active EE | $5,101 | $11,622-56.1% | $10,408-51.0% | $6,710-24.0% |
| Admin fee / account holder | $1,499 | $15,381-90.3% | $12,815-88.3% | $11,403-86.9% |