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 | $182,154 | $148,534+22.6% | $135,903+34.0% | $139,434+30.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.78% | 79.19%-71.4pp | 68.23%-60.4pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,417 | $5,243-53.9% | $4,856-50.2% | $4,751-49.1% |
| Participant deferral / active EE | $13,028 | $8,100+60.8% | $7,758+67.9% | $6,710+94.1% |
| Admin fee / account holder | $43,413 | $12,400+250.1% | $10,762+303.4% | $11,403+280.7% |