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 | $178,688 | $172,111+3.8% | $150,298+18.9% | $137,256+30.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.06% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,357 | $4,636-49.2% | $4,154-43.3% | $4,156-43.3% |
| Participant deferral / active EE | $13,388 | $6,166+117.1% | $5,453+145.5% | $6,407+109.0% |
| Admin fee / account holder | $1,530 | $16,471-90.7% | $14,116-89.2% | $12,270-87.5% |