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 | $129,326 | $109,881+17.7% | $150,045-13.8% | $84,808+52.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.77% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $5,738 | $3,561+61.1% | $4,693+22.3% | $2,631+118.1% |
| Participant deferral / active EE | $13,243 | $6,636+99.6% | $7,997+65.6% | $4,212+214.4% |
| Admin fee / account holder | $9,732 | $8,568+13.6% | $13,435-27.6% | $7,344+32.5% |