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 | $195,485 | $107,452+81.9% | $91,541+113.6% | $142,382+37.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.69% | 22.06%-12.4pp | 20.50%-10.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $5,509 | $2,994+84.0% | $2,505+120.0% | $4,299+28.1% |
| Participant deferral / active EE | $5,509 | $4,754+15.9% | $4,008+37.5% | $6,507-15.3% |
| Admin fee / account holder | $18,698 | $8,834+111.6% | $6,956+168.8% | $12,624+48.1% |