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 | $141,695 | $96,484+46.9% | $75,886+86.7% | $152,861-7.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 5.63% | 33.98%-28.4pp | 30.76%-25.1pp | 345.32%-339.7pp |
| Employer contribution / active EE | $8,686 | $3,309+162.5% | $2,500+247.4% | $4,762+82.4% |
| Participant deferral / active EE | $14,000 | $4,553+207.5% | $3,603+288.6% | $5,850+139.3% |
| Admin fee / account holder | $1,670 | $8,078-79.3% | $5,418-69.2% | $11,596-85.6% |