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 | $158,527 | $117,983+34.4% | $101,794+55.7% | $142,382+11.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 6.07% | 36.92%-30.8pp | 30.53%-24.5pp | 217.08%-211.0pp |
| Employer contribution / active EE | $13,636 | $2,773+391.8% | $2,289+495.8% | $4,299+217.2% |
| Participant deferral / active EE | $3,899 | $4,714-17.3% | $4,084-4.5% | $6,507-40.1% |
| Admin fee / account holder | $382 | $10,433-96.3% | $8,777-95.6% | $12,624-97.0% |