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 | $210,528 | $127,065+65.7% | $113,168+86.0% | $142,382+47.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.02% | 24.03%-14.0pp | 24.27%-14.2pp | 217.08%-207.1pp |
| Employer contribution / active EE | $6,078 | $3,442+76.6% | $2,975+104.3% | $4,299+41.4% |
| Participant deferral / active EE | $10,319 | $5,716+80.5% | $5,107+102.1% | $6,507+58.6% |
| Admin fee / account holder | $13,089 | $15,736-16.8% | $12,068+8.5% | $12,624+3.7% |