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 | $193,721 | $124,281+55.9% | $109,143+77.5% | $167,490+15.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.37% | 26.04%-21.7pp | 25.75%-21.4pp | 478.56%-474.2pp |
| Employer contribution / active EE | $3,867 | $4,207-8.1% | $3,722+3.9% | $4,837-20.1% |
| Participant deferral / active EE | $7,959 | $5,255+51.4% | $4,653+71.0% | $6,341+25.5% |
| Admin fee / account holder | $70,321 | $7,970+782.3% | $6,752+941.4% | $12,309+471.3% |