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 | $185,014 | $80,717+129.2% | $154,803+19.5% | $84,808+118.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.02% | 37.96%-24.9pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $10,654 | $2,761+285.8% | $4,305+147.5% | $2,631+305.0% |
| Participant deferral / active EE | $6,319 | $3,303+91.3% | $5,540+14.0% | $4,212+50.0% |
| Admin fee / account holder | $6,445 | $6,746-4.5% | $14,329-55.0% | $7,344-12.2% |