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 9-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 | $201,193 | $177,572+13.3% | $154,803+30.0% | $142,382+41.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.79% | 65.07%-54.3pp | 58.88%-48.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,347 | $4,810-72.0% | $4,305-68.7% | $4,299-68.7% |
| Participant deferral / active EE | $6,931 | $6,272+10.5% | $5,540+25.1% | $6,507+6.5% |
| Admin fee / account holder | $3,507 | $16,786-79.1% | $14,329-75.5% | $12,624-72.2% |