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 | $223,645 | $185,822+20.4% | $169,993+31.6% | $139,434+60.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.48% | 60.50%-52.0pp | 53.37%-44.9pp | 372.94%-364.5pp |
| Employer contribution / active EE | $13,285 | $7,590+75.0% | $6,785+95.8% | $4,751+179.6% |
| Participant deferral / active EE | $11,238 | $11,622-3.3% | $10,408+8.0% | $6,710+67.5% |
| Admin fee / account holder | $27,049 | $15,381+75.9% | $12,815+111.1% | $11,403+137.2% |