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 6-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 | $160,109 | $214,378-25.3% | $200,582-20.2% | $142,382+12.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.99% | 46.41%-36.4pp | 42.33%-32.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,457 | $6,841-49.5% | $6,419-46.1% | $4,299-19.6% |
| Participant deferral / active EE | $19,417 | $9,865+96.8% | $9,331+108.1% | $6,507+198.4% |
| Admin fee / account holder | $17,481 | $17,692-1.2% | $16,305+7.2% | $12,624+38.5% |