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 | $194,301 | $214,378-9.4% | $200,582-3.1% | $142,382+36.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.96% | 46.41%-36.4pp | 42.33%-32.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $5,954 | $6,841-13.0% | $6,419-7.2% | $4,299+38.5% |
| Participant deferral / active EE | $5,465 | $9,865-44.6% | $9,331-41.4% | $6,507-16.0% |
| Admin fee / account holder | $3,380 | $17,692-80.9% | $16,305-79.3% | $12,624-73.2% |