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 | $177,441 | $69,207+156.4% | $64,056+177.0% | $139,434+27.3% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 6.42% | 45.88%-39.5pp | 33.69%-27.3pp | 372.94%-366.5pp |
| Employer contribution / active EE | $3,283 | $3,182+3.2% | $2,747+19.5% | $4,751-30.9% |
| Participant deferral / active EE | $7,856 | $4,682+67.8% | $3,880+102.5% | $6,710+17.1% |
| Admin fee / account holder | $4,849 | $4,244+14.3% | $3,068+58.0% | $11,403-57.5% |