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 | $220,544 | $96,484+128.6% | $75,886+190.6% | $152,861+44.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 11.29% | 33.98%-22.7pp | 30.76%-19.5pp | 345.32%-334.0pp |
| Employer contribution / active EE | $2,364 | $3,309-28.6% | $2,500-5.5% | $4,762-50.4% |
| Participant deferral / active EE | $7,476 | $4,553+64.2% | $3,603+107.5% | $5,850+27.8% |
| Admin fee / account holder | $2,157 | $8,078-73.3% | $5,418-60.2% | $11,596-81.4% |