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 | $145,157 | $124,185+16.9% | $108,410+33.9% | $167,490-13.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.12% | 1379.64%-1374.5pp | 905.27%-900.2pp | 478.56%-473.4pp |
| Employer contribution / active EE | $3,666 | $4,187-12.4% | $3,558+3.0% | $4,837-24.2% |
| Participant deferral / active EE | $6,500 | $6,908-5.9% | $6,563-1.0% | $6,341+2.5% |
| Admin fee / account holder | $1,211 | $9,455-87.2% | $7,295-83.4% | $12,309-90.2% |