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 | $206,871 | $177,572+16.5% | $154,803+33.6% | $142,382+45.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.75% | 65.07%-54.3pp | 58.88%-48.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $14,231 | $4,810+195.8% | $4,305+230.5% | $4,299+231.0% |
| Participant deferral / active EE | $15,473 | $6,272+146.7% | $5,540+179.3% | $6,507+137.8% |
| Admin fee / account holder | $1,951 | $16,786-88.4% | $14,329-86.4% | $12,624-84.5% |