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 | $240,222 | $110,257+117.9% | $96,544+148.8% | $139,434+72.3% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 7.94% | 26.32%-18.4pp | 25.84%-17.9pp | 372.94%-365.0pp |
| Employer contribution / active EE | $2,565 | $3,620-29.1% | $2,965-13.5% | $4,751-46.0% |
| Participant deferral / active EE | $7,122 | $5,548+28.4% | $4,851+46.8% | $6,710+6.1% |
| Admin fee / account holder | $35,082 | $11,591+202.7% | $8,252+325.1% | $11,403+207.7% |