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 | $194,914 | $177,572+9.8% | $154,803+25.9% | $142,382+36.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.78% | 65.07%-54.3pp | 58.88%-48.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $7,884 | $4,810+63.9% | $4,305+83.1% | $4,299+83.4% |
| Participant deferral / active EE | $5,365 | $6,272-14.5% | $5,540-3.2% | $6,507-17.6% |
| Admin fee / account holder | $165,047 | $16,786+883.3% | $14,329+1051.8% | $12,624+1207.4% |