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 | $145,516 | $106,515+36.6% | $96,683+50.5% | $139,434+4.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.86% | 38.43%-28.6pp | 35.69%-25.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $1,975 | $4,103-51.9% | $3,737-47.1% | $4,751-58.4% |
| Participant deferral / active EE | $15,608 | $5,454+186.2% | $4,878+219.9% | $6,710+132.6% |
| Admin fee / account holder | $11,818 | $7,877+50.0% | $6,730+75.6% | $11,403+3.6% |