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 | $194,412 | $176,812+10.0% | $146,665+32.6% | $167,490+16.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.86% | 24.03%-17.2pp | 22.74%-15.9pp | 478.56%-471.7pp |
| Employer contribution / active EE | $13,797 | $5,160+167.4% | $4,136+233.6% | $4,837+185.2% |
| Participant deferral / active EE | $8,399 | $6,440+30.4% | $5,506+52.5% | $6,341+32.5% |
| Admin fee / account holder | $38,194 | $13,259+188.1% | $10,280+271.6% | $12,309+210.3% |