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 | $166,231 | $89,753+85.2% | $107,525+54.6% | $84,808+96.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 4.94% | 29.48%-24.5pp | 181.32%-176.4pp | 40.90%-36.0pp |
| Employer contribution / active EE | $3,699 | $3,113+18.8% | $3,754-1.4% | $2,631+40.6% |
| Participant deferral / active EE | $7,858 | $4,056+93.7% | $5,116+53.6% | $4,212+86.6% |
| Admin fee / account holder | $4,063 | $7,222-43.7% | $8,919-54.4% | $7,344-44.7% |