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 | $137,270 | $109,881+24.9% | $150,045-8.5% | $84,808+61.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 5.67% | 28.25%-22.6pp | 62.55%-56.9pp | 40.90%-35.2pp |
| Employer contribution / active EE | $4,416 | $3,561+24.0% | $4,693-5.9% | $2,631+67.8% |
| Participant deferral / active EE | $7,381 | $6,636+11.2% | $7,997-7.7% | $4,212+75.2% |
| Admin fee / account holder | $11,540 | $8,568+34.7% | $13,435-14.1% | $7,344+57.1% |