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 | $162,617 | $86,286+88.5% | $111,297+46.1% | $85,850+89.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.54% | 19.99%-9.4pp | 54.65%-44.1pp | 318.53%-308.0pp |
| Employer contribution / active EE | $2,744 | $2,043+34.3% | $2,731+0.5% | $2,565+7.0% |
| Participant deferral / active EE | $7,150 | $3,641+96.4% | $4,487+59.3% | $3,952+80.9% |
| Admin fee / account holder | $12,239 | $8,188+49.5% | $7,964+53.7% | $6,260+95.5% |