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 | $186,516 | $124,281+50.1% | $109,143+70.9% | $167,490+11.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.51% | 26.04%-19.5pp | 25.75%-19.2pp | 478.56%-472.0pp |
| Employer contribution / active EE | $12,803 | $4,207+204.3% | $3,722+244.0% | $4,837+164.7% |
| Participant deferral / active EE | $3,970 | $5,255-24.5% | $4,653-14.7% | $6,341-37.4% |
| Admin fee / account holder | $10,106 | $7,970+26.8% | $6,752+49.7% | $12,309-17.9% |