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 | $151,090 | $185,822-18.7% | $169,993-11.1% | $139,434+8.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.74% | 60.50%-50.8pp | 53.37%-43.6pp | 372.94%-363.2pp |
| Employer contribution / active EE | $5,909 | $7,590-22.1% | $6,785-12.9% | $4,751+24.4% |
| Participant deferral / active EE | $10,961 | $11,622-5.7% | $10,408+5.3% | $6,710+63.3% |
| Admin fee / account holder | $20,458 | $15,381+33.0% | $12,815+59.6% | $11,403+79.4% |