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 | $177,205 | $157,256+12.7% | $141,162+25.5% | $152,861+15.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.47% | 64.32%-49.9pp | 71.39%-56.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $10,250 | $5,261+94.8% | $4,735+116.5% | $4,762+115.2% |
| Participant deferral / active EE | $10,434 | $7,109+46.8% | $6,709+55.5% | $5,850+78.3% |
| Admin fee / account holder | $11,293 | $12,120-6.8% | $10,261+10.1% | $11,596-2.6% |