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 | $233,484 | $99,652+134.3% | $78,778+196.4% | $147,584+58.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 1.66% | 47.28%-45.6pp | 35.62%-34.0pp | 578.55%-576.9pp |
| Employer contribution / active EE | $5,556 | $2,796+98.7% | $1,986+179.8% | $4,876+13.9% |
| Participant deferral / active EE | $9,732 | $3,664+165.6% | $2,958+229.0% | $5,439+78.9% |
| Admin fee / account holder | $3,907 | $7,155-45.4% | $5,134-23.9% | $10,885-64.1% |