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 | $156,640 | $185,822-15.7% | $169,993-7.9% | $139,434+12.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.35% | 60.50%-54.2pp | 53.37%-47.0pp | 372.94%-366.6pp |
| Employer contribution / active EE | $18,427 | $7,590+142.8% | $6,785+171.6% | $4,751+287.9% |
| Participant deferral / active EE | $6,160 | $11,622-47.0% | $10,408-40.8% | $6,710-8.2% |
| Admin fee / account holder | $35,920 | $15,381+133.5% | $12,815+180.3% | $11,403+215.0% |