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 | $154,235 | $106,584+44.7% | $101,326+52.2% | $142,382+8.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.10% | 36.93%-25.8pp | 36.82%-25.7pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,592 | $3,956+16.1% | $3,665+25.3% | $4,299+6.8% |
| Participant deferral / active EE | $15,866 | $8,297+91.2% | $7,994+98.5% | $6,507+143.8% |
| Admin fee / account holder | $13,476 | $11,446+17.7% | $11,185+20.5% | $12,624+6.8% |