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 | $225,404 | $177,572+26.9% | $154,803+45.6% | $142,382+58.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.90% | 65.07%-56.2pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $10,160 | $4,810+111.2% | $4,305+136.0% | $4,299+136.3% |
| Participant deferral / active EE | $6,234 | $6,272-0.6% | $5,540+12.5% | $6,507-4.2% |
| Admin fee / account holder | $11,760 | $16,786-29.9% | $14,329-17.9% | $12,624-6.8% |