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 | $117,907 | $79,944+47.5% | $98,439+19.8% | $75,163+56.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 11.04% | 19.75%-8.7pp | 21.16%-10.1pp | 160.62%-149.6pp |
| Employer contribution / active EE | $3,237 | $2,264+43.0% | $3,048+6.2% | $2,670+21.2% |
| Participant deferral / active EE | $7,039 | $3,752+87.6% | $4,738+48.6% | $4,125+70.6% |
| Admin fee / account holder | $8,660 | $6,840+26.6% | $8,948-3.2% | $5,651+53.2% |