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 | $184,034 | $149,734+22.9% | $118,925+54.7% | $158,922+15.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 3.13% | 19.95%-16.8pp | 35.88%-32.8pp | 302.83%-299.7pp |
| Employer contribution / active EE | $6,600 | $4,115+60.4% | $3,263+102.3% | $4,761+38.6% |
| Participant deferral / active EE | $18,713 | $5,223+258.3% | $4,265+338.8% | $5,982+212.8% |
| Admin fee / account holder | $1,484 | $8,603-82.8% | $6,581-77.5% | $11,246-86.8% |