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 | $202,371 | $175,202+15.5% | $149,673+35.2% | $139,434+45.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.08% | 166.71%-159.6pp | 134.42%-127.3pp | 372.94%-365.9pp |
| Employer contribution / active EE | $3,129 | $5,474-42.9% | $4,818-35.1% | $4,751-34.1% |
| Participant deferral / active EE | $12,938 | $6,519+98.5% | $5,680+127.8% | $6,710+92.8% |
| Admin fee / account holder | $1,474 | $16,150-90.9% | $13,210-88.8% | $11,403-87.1% |