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 | $197,549 | $228,332-13.5% | $185,823+6.3% | $158,922+24.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 2.31% | 40.80%-38.5pp | 35.95%-33.6pp | 302.83%-300.5pp |
| Employer contribution / active EE | $4,943 | $4,967-0.5% | $4,087+20.9% | $4,761+3.8% |
| Participant deferral / active EE | $9,523 | $6,415+48.5% | $5,632+69.1% | $5,982+59.2% |
| Admin fee / account holder | $37,213 | $11,864+213.7% | $9,500+291.7% | $11,246+230.9% |