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 | $178,215 | $106,515+67.3% | $96,683+84.3% | $139,434+27.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 10.48% | 38.43%-27.9pp | 35.69%-25.2pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,999 | $4,103-26.9% | $3,737-19.7% | $4,751-36.9% |
| Participant deferral / active EE | $11,669 | $5,454+114.0% | $4,878+139.2% | $6,710+73.9% |
| Admin fee / account holder | $103,942 | $7,877+1219.6% | $6,730+1444.6% | $11,403+811.6% |