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 | $177,044 | $86,286+105.2% | $111,297+59.1% | $85,850+106.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.15% | 19.99%-9.8pp | 54.65%-44.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $5,568 | $2,043+172.5% | $2,731+103.9% | $2,565+117.1% |
| Participant deferral / active EE | $7,656 | $3,641+110.3% | $4,487+70.6% | $3,952+93.7% |
| Admin fee / account holder | $5,954 | $8,188-27.3% | $7,964-25.2% | $6,260-4.9% |