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 | $165,585 | $148,534+11.5% | $135,903+21.8% | $139,434+18.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.56% | 79.19%-68.6pp | 68.23%-57.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $12,292 | $5,243+134.5% | $4,856+153.1% | $4,751+158.7% |
| Participant deferral / active EE | $14,095 | $8,100+74.0% | $7,758+81.7% | $6,710+110.1% |
| Admin fee / account holder | $24,473 | $12,400+97.4% | $10,762+127.4% | $11,403+114.6% |