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 | $202,340 | $148,534+36.2% | $135,903+48.9% | $139,434+45.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.06% | 79.19%-69.1pp | 68.23%-58.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $23,388 | $5,243+346.1% | $4,856+381.6% | $4,751+392.3% |
| Participant deferral / active EE | $14,947 | $8,100+84.5% | $7,758+92.7% | $6,710+122.7% |
| Admin fee / account holder | $13,908 | $12,400+12.2% | $10,762+29.2% | $11,403+22.0% |