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 | $168,464 | $115,770+45.5% | $101,248+66.4% | $158,922+6.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.36% | 56.14%-48.8pp | 46.47%-39.1pp | 302.83%-295.5pp |
| Employer contribution / active EE | $10,633 | $4,175+154.7% | $3,660+190.6% | $4,761+123.3% |
| Participant deferral / active EE | $6,426 | $4,957+29.6% | $4,370+47.0% | $5,982+7.4% |
| Admin fee / account holder | $18,336 | $7,245+153.1% | $5,945+208.4% | $11,246+63.0% |