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 | $193,210 | $185,200+4.3% | $142,863+35.2% | $167,490+15.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 6.73% | 8555.70%-8549.0pp | 5637.54%-5630.8pp | 478.56%-471.8pp |
| Employer contribution / active EE | $6,608 | $5,604+17.9% | $4,144+59.5% | $4,837+36.6% |
| Participant deferral / active EE | $4,136 | $4,494-8.0% | $3,837+7.8% | $6,341-34.8% |
| Admin fee / account holder | $16,785 | $8,031+109.0% | $6,560+155.9% | $12,309+36.4% |