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 | $143,937 | $185,822-22.5% | $169,993-15.3% | $139,434+3.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.06% | 60.50%-51.4pp | 53.37%-44.3pp | 372.94%-363.9pp |
| Employer contribution / active EE | $7,065 | $7,590-6.9% | $6,785+4.1% | $4,751+48.7% |
| Participant deferral / active EE | $3,507 | $11,622-69.8% | $10,408-66.3% | $6,710-47.7% |
| Admin fee / account holder | $44,387 | $15,381+188.6% | $12,815+246.4% | $11,403+289.3% |