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 | $165,135 | $106,749+54.7% | $145,433+13.5% | $82,448+100.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.64% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $9,200 | $3,444+167.1% | $4,554+102.0% | $2,551+260.6% |
| Participant deferral / active EE | $10,218 | $6,519+56.7% | $7,897+29.4% | $4,139+146.8% |
| Admin fee / account holder | $3,182 | $8,390-62.1% | $13,129-75.8% | $7,234-56.0% |