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 6-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 | $191,774 | $165,335+16.0% | $149,696+28.1% | $158,922+20.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.60% | 348.15%-340.5pp | 276.60%-269.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $4,454 | $5,103-12.7% | $4,644-4.1% | $4,761-6.5% |
| Participant deferral / active EE | $8,751 | $7,181+21.9% | $6,842+27.9% | $5,982+46.3% |
| Admin fee / account holder | $4,026 | $10,807-62.7% | $9,309-56.8% | $11,246-64.2% |