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 | $209,285 | $202,432+3.4% | $169,368+23.6% | $139,434+50.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.93% | 531.74%-528.8pp | 405.60%-402.7pp | 372.94%-370.0pp |
| Employer contribution / active EE | $11,883 | $4,692+153.2% | $4,013+196.1% | $4,751+150.1% |
| Participant deferral / active EE | $7,427 | $6,938+7.0% | $6,221+19.4% | $6,710+10.7% |
| Admin fee / account holder | $23,733 | $10,708+121.6% | $9,003+163.6% | $11,403+108.1% |