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 | $237,052 | $177,572+33.5% | $154,803+53.1% | $142,382+66.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.48% | 65.07%-58.6pp | 58.88%-52.4pp | 217.08%-210.6pp |
| Employer contribution / active EE | $10,865 | $4,810+125.9% | $4,305+152.3% | $4,299+152.7% |
| Participant deferral / active EE | $6,669 | $6,272+6.3% | $5,540+20.4% | $6,507+2.5% |
| Admin fee / account holder | $1,591 | $16,786-90.5% | $14,329-88.9% | $12,624-87.4% |