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 | $175,704 | $85,022+106.7% | $70,515+149.2% | $139,434+26.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 10.08% | 30.38%-20.3pp | 32.77%-22.7pp | 372.94%-362.9pp |
| Employer contribution / active EE | $3,288 | $3,909-15.9% | $2,973+10.6% | $4,751-30.8% |
| Participant deferral / active EE | $13,376 | $5,890+127.1% | $4,567+192.9% | $6,710+99.3% |
| Admin fee / account holder | $2,897 | $8,906-67.5% | $6,412-54.8% | $11,403-74.6% |