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 | $234,836 | $148,534+58.1% | $135,903+72.8% | $139,434+68.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.97% | 79.19%-70.2pp | 68.23%-59.3pp | 372.94%-364.0pp |
| Employer contribution / active EE | $4,409 | $5,243-15.9% | $4,856-9.2% | $4,751-7.2% |
| Participant deferral / active EE | $12,440 | $8,100+53.6% | $7,758+60.4% | $6,710+85.4% |
| Admin fee / account holder | $40,037 | $12,400+222.9% | $10,762+272.0% | $11,403+251.1% |