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 | $180,033 | $104,974+71.5% | $95,585+88.3% | $142,382+26.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 8.35% | 210.33%-202.0pp | 38.56%-30.2pp | 217.08%-208.7pp |
| Employer contribution / active EE | $3,356 | $2,779+20.8% | $2,527+32.8% | $4,299-21.9% |
| Participant deferral / active EE | $6,186 | $4,352+42.1% | $4,023+53.8% | $6,507-4.9% |
| Admin fee / account holder | $116,379 | $6,386+1722.4% | $6,127+1799.3% | $12,624+821.9% |