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 | $215,824 | $179,726+20.1% | $156,263+38.1% | $142,382+51.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.50% | 77.86%-72.4pp | 59.47%-54.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $2,250 | $5,069-55.6% | $4,333-48.1% | $4,299-47.7% |
| Participant deferral / active EE | $14,462 | $6,956+107.9% | $6,158+134.8% | $6,507+122.2% |
| Admin fee / account holder | $41,667 | $17,272+141.2% | $14,255+192.3% | $12,624+230.1% |