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 | $163,989 | $209,411-21.7% | $178,490-8.1% | $158,922+3.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.55% | 188.75%-183.2pp | 151.07%-145.5pp | 302.83%-297.3pp |
| Employer contribution / active EE | $7,999 | $5,706+40.2% | $5,011+59.6% | $4,761+68.0% |
| Participant deferral / active EE | $5,276 | $5,954-11.4% | $5,202+1.4% | $5,982-11.8% |
| Admin fee / account holder | $22,491 | $17,074+31.7% | $13,984+60.8% | $11,246+100.0% |