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 | $162,690 | $89,753+81.3% | $107,525+51.3% | $84,808+91.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.10% | 29.48%-17.4pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $4,111 | $3,113+32.0% | $3,754+9.5% | $2,631+56.2% |
| Participant deferral / active EE | $9,762 | $4,056+140.7% | $5,116+90.8% | $4,212+131.8% |
| Admin fee / account holder | $4,263 | $7,222-41.0% | $8,919-52.2% | $7,344-42.0% |