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 | $144,705 | $185,822-22.1% | $169,993-14.9% | $139,434+3.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.13% | 60.50%-54.4pp | 53.37%-47.2pp | 372.94%-366.8pp |
| Employer contribution / active EE | $5,141 | $7,590-32.3% | $6,785-24.2% | $4,751+8.2% |
| Participant deferral / active EE | $5,141 | $11,622-55.8% | $10,408-50.6% | $6,710-23.4% |
| Admin fee / account holder | $1,242 | $15,381-91.9% | $12,815-90.3% | $11,403-89.1% |