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 | $214,825 | $124,185+73.0% | $108,410+98.2% | $167,490+28.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.06% | 1379.64%-1373.6pp | 905.27%-899.2pp | 478.56%-472.5pp |
| Employer contribution / active EE | $3,452 | $4,187-17.6% | $3,558-3.0% | $4,837-28.6% |
| Participant deferral / active EE | $9,289 | $6,908+34.5% | $6,563+41.5% | $6,341+46.5% |
| Admin fee / account holder | $1,534 | $9,455-83.8% | $7,295-79.0% | $12,309-87.5% |