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 | $214,239 | $185,822+15.3% | $169,993+26.0% | $139,434+53.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.28% | 60.50%-52.2pp | 53.37%-45.1pp | 372.94%-364.7pp |
| Employer contribution / active EE | $3,755 | $7,590-50.5% | $6,785-44.7% | $4,751-21.0% |
| Participant deferral / active EE | $10,656 | $11,622-8.3% | $10,408+2.4% | $6,710+58.8% |
| Admin fee / account holder | $15,826 | $15,381+2.9% | $12,815+23.5% | $11,403+38.8% |