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 | $168,213 | $115,882+45.2% | $100,516+67.4% | $158,922+5.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.22% | 34.79%-30.6pp | 30.89%-26.7pp | 302.83%-298.6pp |
| Employer contribution / active EE | $3,365 | $4,103-18.0% | $3,418-1.5% | $4,761-29.3% |
| Participant deferral / active EE | $4,268 | $6,674-36.0% | $6,270-31.9% | $5,982-28.6% |
| Admin fee / account holder | $10,032 | $10,995-8.8% | $8,081+24.1% | $11,246-10.8% |