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 | $213,105 | $177,572+20.0% | $154,803+37.7% | $142,382+49.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.76% | 65.07%-55.3pp | 58.88%-49.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $7,566 | $4,810+57.3% | $4,305+75.7% | $4,299+76.0% |
| Participant deferral / active EE | $8,740 | $6,272+39.4% | $5,540+57.7% | $6,507+34.3% |
| Admin fee / account holder | $2,778 | $16,786-83.5% | $14,329-80.6% | $12,624-78.0% |