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 | $183,653 | $148,978+23.3% | $200,582-8.4% | $84,808+116.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.11% | 28.16%-15.0pp | 42.33%-29.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $12,926 | $4,815+168.4% | $6,419+101.4% | $2,631+391.3% |
| Participant deferral / active EE | $6,731 | $7,142-5.8% | $9,331-27.9% | $4,212+59.8% |
| Admin fee / account holder | $17,496 | $13,977+25.2% | $16,305+7.3% | $7,344+138.2% |