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 | $217,008 | $201,272+7.8% | $184,203+17.8% | $145,922+48.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.28% | 29.00%-19.7pp | 28.81%-19.5pp | 561.29%-552.0pp |
| Employer contribution / active EE | $10,153 | $7,022+44.6% | $6,427+58.0% | $4,660+117.9% |
| Participant deferral / active EE | $7,180 | $9,806-26.8% | $9,131-21.4% | $6,688+7.4% |
| Admin fee / account holder | $787 | $16,364-95.2% | $13,901-94.3% | $13,397-94.1% |