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 | $223,333 | $159,602+39.9% | $150,045+48.8% | $142,382+56.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.65% | 70.24%-66.6pp | 62.55%-58.9pp | 217.08%-213.4pp |
| Employer contribution / active EE | $13,760 | $4,961+177.4% | $4,693+193.2% | $4,299+220.1% |
| Participant deferral / active EE | $5,916 | $8,310-28.8% | $7,997-26.0% | $6,507-9.1% |
| Admin fee / account holder | $212,356 | $14,846+1330.4% | $13,435+1480.6% | $12,624+1582.2% |