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 | $172,228 | $111,535+54.4% | $105,223+63.7% | $137,256+25.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.52% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $8,420 | $3,939+113.7% | $3,689+128.3% | $4,156+102.6% |
| Participant deferral / active EE | $8,547 | $5,500+55.4% | $5,072+68.5% | $6,407+33.4% |
| Admin fee / account holder | $8,475 | $9,721-12.8% | $8,859-4.3% | $12,270-30.9% |