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 | $169,192 | $154,228+9.7% | $145,433+16.3% | $137,256+23.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.46% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $8,263 | $4,804+72.0% | $4,554+81.4% | $4,156+98.8% |
| Participant deferral / active EE | $14,246 | $8,216+73.4% | $7,897+80.4% | $6,407+122.4% |
| Admin fee / account holder | $10,903 | $14,344-24.0% | $13,129-17.0% | $12,270-11.1% |