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 | $229,818 | $177,572+29.4% | $154,803+48.5% | $142,382+61.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.69% | 65.07%-55.4pp | 58.88%-49.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $4,645 | $4,810-3.4% | $4,305+7.9% | $4,299+8.0% |
| Participant deferral / active EE | $9,549 | $6,272+52.3% | $5,540+72.3% | $6,507+46.7% |
| Admin fee / account holder | $41,907 | $16,786+149.7% | $14,329+192.5% | $12,624+232.0% |