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 | $209,843 | $175,202+19.8% | $149,673+40.2% | $139,434+50.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.38% | 166.71%-156.3pp | 134.42%-124.0pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,723 | $5,474-68.5% | $4,818-64.2% | $4,751-63.7% |
| Participant deferral / active EE | $15,694 | $6,519+140.7% | $5,680+176.3% | $6,710+133.9% |
| Admin fee / account holder | $6,928 | $16,150-57.1% | $13,210-47.6% | $11,403-39.2% |