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 | $191,943 | $817,678-76.5% | $392,568-51.1% | $152,861+25.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 7.10% | 22.84%-15.7pp | 24.42%-17.3pp | 345.32%-338.2pp |
| Employer contribution / active EE | $3,106 | $5,502-43.5% | $3,783-17.9% | $4,762-34.8% |
| Participant deferral / active EE | $7,429 | $8,398-11.5% | $5,985+24.1% | $5,850+27.0% |
| Admin fee / account holder | $6,785 | $12,095-43.9% | $6,260+8.4% | $11,596-41.5% |