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 6-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 | $193,198 | $163,101+18.5% | $136,749+41.3% | $142,382+35.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 8.47% | 27.54%-19.1pp | 24.33%-15.9pp | 217.08%-208.6pp |
| Employer contribution / active EE | $6,836 | $4,117+66.1% | $3,400+101.1% | $4,299+59.0% |
| Participant deferral / active EE | $10,086 | $5,585+80.6% | $4,692+115.0% | $6,507+55.0% |
| Admin fee / account holder | $10,107 | $14,318-29.4% | $11,386-11.2% | $12,624-19.9% |