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 | $184,979 | $115,770+59.8% | $101,248+82.7% | $158,922+16.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.06% | 56.14%-49.1pp | 46.47%-39.4pp | 302.83%-295.8pp |
| Employer contribution / active EE | $5,210 | $4,175+24.8% | $3,660+42.4% | $4,761+9.4% |
| Participant deferral / active EE | $7,157 | $4,957+44.4% | $4,370+63.8% | $5,982+19.6% |
| Admin fee / account holder | $12,994 | $7,245+79.3% | $5,945+118.5% | $11,246+15.5% |