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 | $232,215 | $127,065+82.8% | $113,168+105.2% | $142,382+63.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.08% | 24.03%-17.0pp | 24.27%-17.2pp | 217.08%-210.0pp |
| Employer contribution / active EE | $14,312 | $3,442+315.8% | $2,975+381.1% | $4,299+232.9% |
| Participant deferral / active EE | $16,020 | $5,716+180.3% | $5,107+213.7% | $6,507+146.2% |
| Admin fee / account holder | $130,611 | $15,736+730.0% | $12,068+982.3% | $12,624+934.6% |