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 | $167,998 | $124,281+35.2% | $109,143+53.9% | $167,490+0.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 5.66% | 26.04%-20.4pp | 25.75%-20.1pp | 478.56%-472.9pp |
| Employer contribution / active EE | $2,717 | $4,207-35.4% | $3,722-27.0% | $4,837-43.8% |
| Participant deferral / active EE | $11,603 | $5,255+120.8% | $4,653+149.3% | $6,341+83.0% |
| Admin fee / account holder | $9,975 | $7,970+25.2% | $6,752+47.7% | $12,309-19.0% |