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 | $205,452 | $84,233+143.9% | $170,442+20.5% | $70,131+193.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.28% | 23.06%-12.8pp | 205.93%-195.7pp | 73.14%-62.9pp |
| Employer contribution / active EE | $5,199 | $3,387+53.5% | $5,433-4.3% | $2,342+122.0% |
| Participant deferral / active EE | $4,080 | $3,086+32.2% | $4,939-17.4% | $3,332+22.5% |
| Admin fee / account holder | $2,664 | $5,698-53.2% | $13,880-80.8% | $4,645-42.6% |