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 | $212,447 | $110,257+92.7% | $96,544+120.1% | $139,434+52.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.91% | 26.32%-19.4pp | 25.84%-18.9pp | 372.94%-366.0pp |
| Employer contribution / active EE | $2,579 | $3,620-28.7% | $2,965-13.0% | $4,751-45.7% |
| Participant deferral / active EE | $9,042 | $5,548+63.0% | $4,851+86.4% | $6,710+34.8% |
| Admin fee / account holder | $11,061 | $11,591-4.6% | $8,252+34.0% | $11,403-3.0% |