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 | $186,348 | $123,793+50.5% | $177,821+4.8% | $79,858+133.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.14% | 22.82%-12.7pp | 48.32%-38.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $5,680 | $4,095+38.7% | $5,918-4.0% | $2,471+129.9% |
| Participant deferral / active EE | $3,693 | $5,956-38.0% | $7,714-52.1% | $3,740-1.3% |
| Admin fee / account holder | $6,881 | $7,243-5.0% | $12,427-44.6% | $5,306+29.7% |