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 | $244,147 | $175,202+39.4% | $149,673+63.1% | $139,434+75.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.50% | 166.71%-160.2pp | 134.42%-127.9pp | 372.94%-366.4pp |
| Employer contribution / active EE | $1,675 | $5,474-69.4% | $4,818-65.2% | $4,751-64.8% |
| Participant deferral / active EE | $15,563 | $6,519+138.7% | $5,680+174.0% | $6,710+131.9% |
| Admin fee / account holder | $2,976 | $16,150-81.6% | $13,210-77.5% | $11,403-73.9% |