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 | $178,453 | $109,881+62.4% | $150,045+18.9% | $84,808+110.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.07% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,497 | $3,561-1.8% | $4,693-25.5% | $2,631+32.9% |
| Participant deferral / active EE | $9,809 | $6,636+47.8% | $7,997+22.7% | $4,212+132.9% |
| Admin fee / account holder | $36,528 | $8,568+326.3% | $13,435+171.9% | $7,344+397.4% |