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 | $153,732 | $109,413+40.5% | $156,263-1.6% | $84,808+81.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 9.72% | 20.18%-10.5pp | 59.47%-49.7pp | 40.90%-31.2pp |
| Employer contribution / active EE | $7,456 | $2,907+156.5% | $4,333+72.1% | $2,631+183.4% |
| Participant deferral / active EE | $10,436 | $4,590+127.4% | $6,158+69.5% | $4,212+147.8% |
| Admin fee / account holder | $1,263 | $9,357-86.5% | $14,255-91.1% | $7,344-82.8% |