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 | $191,238 | $157,256+21.6% | $141,162+35.5% | $152,861+25.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.30% | 64.32%-56.0pp | 71.39%-63.1pp | 345.32%-337.0pp |
| Employer contribution / active EE | $13,774 | $5,261+161.8% | $4,735+190.9% | $4,762+189.2% |
| Participant deferral / active EE | $13,262 | $7,109+86.5% | $6,709+97.7% | $5,850+126.7% |
| Admin fee / account holder | $27,410 | $12,120+126.2% | $10,261+167.1% | $11,596+136.4% |