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 | $199,653 | $127,065+57.1% | $113,168+76.4% | $142,382+40.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.76% | 24.03%-18.3pp | 24.27%-18.5pp | 217.08%-211.3pp |
| Employer contribution / active EE | $2,217 | $3,442-35.6% | $2,975-25.5% | $4,299-48.4% |
| Participant deferral / active EE | $9,423 | $5,716+64.8% | $5,107+84.5% | $6,507+44.8% |
| Admin fee / account holder | $11,998 | $15,736-23.8% | $12,068-0.6% | $12,624-5.0% |