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 | $223,178 | $181,894+22.7% | $156,549+42.6% | $273,961-18.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.45% | 30.74%-28.3pp | 32.23%-29.8pp | 41.45%-39.0pp |
| Employer contribution / active EE | $8,223 | $6,248+31.6% | $5,501+49.5% | $4,869+68.9% |
| Participant deferral / active EE | $3,648 | $5,550-34.3% | $4,871-25.1% | $5,287-31.0% |
| Admin fee / account holder | $14,339 | $15,559-7.8% | $13,027+10.1% | $10,132+41.5% |