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 | $162,845 | $117,983+38.0% | $101,794+60.0% | $142,382+14.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.72% | 36.92%-28.2pp | 30.53%-21.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $6,871 | $2,773+147.8% | $2,289+200.2% | $4,299+59.8% |
| Participant deferral / active EE | $1,868 | $4,714-60.4% | $4,084-54.3% | $6,507-71.3% |
| Admin fee / account holder | $3,494 | $10,433-66.5% | $8,777-60.2% | $12,624-72.3% |