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 | $229,623 | $116,175+97.7% | $93,606+145.3% | $152,861+50.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 6.09% | 35.96%-29.9pp | 32.76%-26.7pp | 345.32%-339.2pp |
| Employer contribution / active EE | $5,029 | $3,218+56.3% | $2,718+85.0% | $4,762+5.6% |
| Participant deferral / active EE | $5,195 | $4,603+12.9% | $4,069+27.7% | $5,850-11.2% |
| Admin fee / account holder | $1,597 | $10,748-85.1% | $7,888-79.7% | $11,596-86.2% |