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 | $196,765 | $109,881+79.1% | $150,045+31.1% | $84,808+132.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.50% | 28.25%-14.7pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,226 | $3,561-9.4% | $4,693-31.3% | $2,631+22.6% |
| Participant deferral / active EE | $10,238 | $6,636+54.3% | $7,997+28.0% | $4,212+143.1% |
| Admin fee / account holder | $588 | $8,568-93.1% | $13,435-95.6% | $7,344-92.0% |