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 | $179,063 | $89,753+99.5% | $107,525+66.5% | $84,808+111.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 9.61% | 29.48%-19.9pp | 181.32%-171.7pp | 40.90%-31.3pp |
| Employer contribution / active EE | $5,665 | $3,113+81.9% | $3,754+50.9% | $2,631+115.3% |
| Participant deferral / active EE | $5,926 | $4,056+46.1% | $5,116+15.8% | $4,212+40.7% |
| Admin fee / account holder | $4,012 | $7,222-44.4% | $8,919-55.0% | $7,344-45.4% |