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 | $170,454 | $148,534+14.8% | $135,903+25.4% | $139,434+22.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.64% | 79.19%-73.6pp | 68.23%-62.6pp | 372.94%-367.3pp |
| Employer contribution / active EE | $5,283 | $5,243+0.8% | $4,856+8.8% | $4,751+11.2% |
| Participant deferral / active EE | $9,206 | $8,100+13.7% | $7,758+18.7% | $6,710+37.2% |
| Admin fee / account holder | $398 | $12,400-96.8% | $10,762-96.3% | $11,403-96.5% |