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 | $154,228+44.8% | $145,433+53.6% | $137,256+62.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.65% | 74.59%-70.9pp | 66.58%-62.9pp | 220.34%-216.7pp |
| Employer contribution / active EE | $13,760 | $4,804+186.4% | $4,554+202.1% | $4,156+231.1% |
| Participant deferral / active EE | $5,916 | $8,216-28.0% | $7,897-25.1% | $6,407-7.7% |
| Admin fee / account holder | $212,356 | $14,344+1380.5% | $13,129+1517.5% | $12,270+1630.7% |