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 | $165,767 | $185,822-10.8% | $169,993-2.5% | $139,434+18.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.26% | 60.50%-52.2pp | 53.37%-45.1pp | 372.94%-364.7pp |
| Employer contribution / active EE | $12,877 | $7,590+69.7% | $6,785+89.8% | $4,751+171.1% |
| Participant deferral / active EE | $8,687 | $11,622-25.3% | $10,408-16.5% | $6,710+29.5% |
| Admin fee / account holder | $19,703 | $15,381+28.1% | $12,815+53.7% | $11,403+72.8% |