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 | $160,816 | $172,111-6.6% | $150,298+7.0% | $137,256+17.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.34% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $9,643 | $4,636+108.0% | $4,154+132.1% | $4,156+132.0% |
| Participant deferral / active EE | $10,377 | $6,166+68.3% | $5,453+90.3% | $6,407+62.0% |
| Admin fee / account holder | $1,662 | $16,471-89.9% | $14,116-88.2% | $12,270-86.5% |