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 | $204,486 | $124,425+64.3% | $112,040+82.5% | $137,256+49.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.08% | 24.72%-16.6pp | 24.52%-16.4pp | 220.34%-212.3pp |
| Employer contribution / active EE | $4,212 | $3,411+23.5% | $2,954+42.6% | $4,156+1.3% |
| Participant deferral / active EE | $9,060 | $5,718+58.4% | $5,098+77.7% | $6,407+41.4% |
| Admin fee / account holder | $4,228 | $15,207-72.2% | $12,098-65.1% | $12,270-65.5% |