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 | $158,856 | $135,952+16.8% | $123,892+28.2% | $273,961-42.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.44% | 56.63%-54.2pp | 47.52%-45.1pp | 41.45%-39.0pp |
| Employer contribution / active EE | $20,000 | $5,170+286.9% | $4,617+333.2% | $4,869+310.8% |
| Participant deferral / active EE | $17,547 | $6,343+176.6% | $5,984+193.2% | $5,287+231.9% |
| Admin fee / account holder | $11,567 | $9,817+17.8% | $8,357+38.4% | $10,132+14.2% |