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 | $235,252 | $117,841+99.6% | $102,423+129.7% | $145,922+61.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.45% | 31.65%-26.2pp | 29.32%-23.9pp | 561.29%-555.8pp |
| Employer contribution / active EE | $2,500 | $3,615-30.8% | $3,023-17.3% | $4,660-46.3% |
| Participant deferral / active EE | $8,727 | $5,731+52.3% | $5,053+72.7% | $6,688+30.5% |
| Admin fee / account holder | $93,419 | $13,326+601.0% | $9,451+888.5% | $13,397+597.3% |