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 | $247,212 | $177,572+39.2% | $154,803+59.7% | $142,382+73.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.78% | 65.07%-54.3pp | 58.88%-48.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $11,078 | $4,810+130.3% | $4,305+157.3% | $4,299+157.7% |
| Participant deferral / active EE | $19,010 | $6,272+203.1% | $5,540+243.1% | $6,507+192.1% |
| Admin fee / account holder | $51,700 | $16,786+208.0% | $14,329+260.8% | $12,624+309.5% |