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 | $189,581 | $118,450+60.1% | $98,439+92.6% | $139,434+36.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 3.21% | 18.94%-15.7pp | 21.16%-18.0pp | 372.94%-369.7pp |
| Employer contribution / active EE | $9,648 | $3,609+167.3% | $3,048+216.5% | $4,751+103.1% |
| Participant deferral / active EE | $4,249 | $5,392-21.2% | $4,738-10.3% | $6,710-36.7% |
| Admin fee / account holder | $1,267 | $14,026-91.0% | $8,948-85.8% | $11,403-88.9% |