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 | $180,841 | $148,534+21.8% | $135,903+33.1% | $139,434+29.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.27% | 79.19%-68.9pp | 68.23%-58.0pp | 372.94%-362.7pp |
| Employer contribution / active EE | $8,418 | $5,243+60.6% | $4,856+73.3% | $4,751+77.2% |
| Participant deferral / active EE | $2,976 | $8,100-63.3% | $7,758-61.6% | $6,710-55.6% |
| Admin fee / account holder | $2,818 | $12,400-77.3% | $10,762-73.8% | $11,403-75.3% |