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 | $189,058 | $124,319+52.1% | $111,297+69.9% | $167,490+12.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.95% | 37.44%-29.5pp | 54.65%-46.7pp | 478.56%-470.6pp |
| Employer contribution / active EE | $4,615 | $3,435+34.3% | $2,731+69.0% | $4,837-4.6% |
| Participant deferral / active EE | $7,592 | $5,180+46.5% | $4,487+69.2% | $6,341+19.7% |
| Admin fee / account holder | $7,412 | $10,618-30.2% | $7,964-6.9% | $12,309-39.8% |