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 | $198,773 | $127,065+56.4% | $113,168+75.6% | $142,382+39.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 3.45% | 24.03%-20.6pp | 24.27%-20.8pp | 217.08%-213.6pp |
| Employer contribution / active EE | $4,746 | $3,442+37.9% | $2,975+59.5% | $4,299+10.4% |
| Participant deferral / active EE | $10,637 | $5,716+86.1% | $5,107+108.3% | $6,507+63.5% |
| Admin fee / account holder | $17,476 | $15,736+11.1% | $12,068+44.8% | $12,624+38.4% |