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 | $141,156 | $105,126+34.3% | $94,646+49.1% | $139,434+1.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.01% | 38.03%-26.0pp | 156.71%-144.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,683 | $4,106-34.7% | $3,672-26.9% | $4,751-43.5% |
| Participant deferral / active EE | $2,835 | $7,599-62.7% | $7,418-61.8% | $6,710-57.8% |
| Admin fee / account holder | $13,106 | $8,984+45.9% | $7,231+81.3% | $11,403+14.9% |