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 | $240,165 | $157,256+52.7% | $141,162+70.1% | $152,861+57.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.31% | 64.32%-55.0pp | 71.39%-62.1pp | 345.32%-336.0pp |
| Employer contribution / active EE | $11,151 | $5,261+112.0% | $4,735+135.5% | $4,762+134.2% |
| Participant deferral / active EE | $7,333 | $7,109+3.2% | $6,709+9.3% | $5,850+25.4% |
| Admin fee / account holder | $14,434 | $12,120+19.1% | $10,261+40.7% | $11,596+24.5% |