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 | $168,336 | $106,515+58.0% | $96,683+74.1% | $139,434+20.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.88% | 38.43%-27.5pp | 35.69%-24.8pp | 372.94%-362.1pp |
| Employer contribution / active EE | $6,087 | $4,103+48.4% | $3,737+62.9% | $4,751+28.1% |
| Participant deferral / active EE | $5,743 | $5,454+5.3% | $4,878+17.7% | $6,710-14.4% |
| Admin fee / account holder | $1,315 | $7,877-83.3% | $6,730-80.5% | $11,403-88.5% |