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 | $209,767 | $165,335+26.9% | $149,696+40.1% | $158,922+32.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.64% | 348.15%-343.5pp | 276.60%-272.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $5,110 | $5,103+0.1% | $4,644+10.0% | $4,761+7.3% |
| Participant deferral / active EE | $15,047 | $7,181+109.5% | $6,842+119.9% | $5,982+151.5% |
| Admin fee / account holder | $2,002 | $10,807-81.5% | $9,309-78.5% | $11,246-82.2% |