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 | $193,894 | $125,758+54.2% | $169,993+14.1% | $75,163+158.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 10.29% | 27.20%-16.9pp | 53.37%-43.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $5,791 | $4,615+25.5% | $6,785-14.7% | $2,670+116.9% |
| Participant deferral / active EE | $5,945 | $6,837-13.1% | $10,408-42.9% | $4,125+44.1% |
| Admin fee / account holder | $1,530 | $8,173-81.3% | $12,815-88.1% | $5,651-72.9% |