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 | $124,460 | $125,758-1.0% | $169,993-26.8% | $75,163+65.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 11.07% | 27.20%-16.1pp | 53.37%-42.3pp | 160.62%-149.6pp |
| Employer contribution / active EE | $2,550 | $4,615-44.7% | $6,785-62.4% | $2,670-4.5% |
| Participant deferral / active EE | $11,727 | $6,837+71.5% | $10,408+12.7% | $4,125+184.3% |
| Admin fee / account holder | $14,343 | $8,173+75.5% | $12,815+11.9% | $5,651+153.8% |