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 | $187,168 | $140,940+32.8% | $112,229+66.8% | $139,434+34.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.34% | 32.71%-25.4pp | 30.20%-22.9pp | 372.94%-365.6pp |
| Employer contribution / active EE | $12,690 | $4,283+196.3% | $3,430+269.9% | $4,751+167.1% |
| Participant deferral / active EE | $5,526 | $5,874-5.9% | $4,798+15.2% | $6,710-17.7% |
| Admin fee / account holder | $2,914 | $9,954-70.7% | $7,748-62.4% | $11,403-74.4% |