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 | $144,427 | $214,378-32.6% | $200,582-28.0% | $142,382+1.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.47% | 46.41%-36.9pp | 42.33%-32.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $4,153 | $6,841-39.3% | $6,419-35.3% | $4,299-3.4% |
| Participant deferral / active EE | $8,065 | $9,865-18.2% | $9,331-13.6% | $6,507+23.9% |
| Admin fee / account holder | $64,205 | $17,692+262.9% | $16,305+293.8% | $12,624+408.6% |