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 | $155,065 | $117,381+32.1% | $99,443+55.9% | $152,861+1.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 2.30% | 31.87%-29.6pp | 30.72%-28.4pp | 345.32%-343.0pp |
| Employer contribution / active EE | $3,515 | $3,013+16.7% | $2,540+38.4% | $4,762-26.2% |
| Participant deferral / active EE | $1,422 | $4,086-65.2% | $3,619-60.7% | $5,850-75.7% |
| Admin fee / account holder | $3,708 | $7,631-51.4% | $6,250-40.7% | $11,596-68.0% |