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 | $179,513 | $112,729+59.2% | $98,716+81.8% | $137,256+30.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.74% | 38.48%-29.7pp | 31.81%-23.1pp | 220.34%-211.6pp |
| Employer contribution / active EE | $3,034 | $2,725+11.3% | $2,279+33.1% | $4,156-27.0% |
| Participant deferral / active EE | $6,376 | $4,640+37.4% | $4,048+57.5% | $6,407-0.5% |
| Admin fee / account holder | $5,543 | $10,129-45.3% | $8,703-36.3% | $12,270-54.8% |