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 | $181,854 | $178,174+2.1% | $156,181+16.4% | $137,256+32.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.74% | 84.19%-75.4pp | 64.87%-56.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,432 | $4,972-51.1% | $4,294-43.4% | $4,156-41.5% |
| Participant deferral / active EE | $2,440 | $6,888-64.6% | $6,132-60.2% | $6,407-61.9% |
| Admin fee / account holder | $13,073 | $17,404-24.9% | $14,586-10.4% | $12,270+6.5% |