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 | $244,914 | $162,781+50.5% | $133,956+82.8% | $158,922+54.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.92% | 41.94%-37.0pp | 45.09%-40.2pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,083 | $4,975-78.2% | $3,919-72.4% | $4,761-77.3% |
| Participant deferral / active EE | $16,667 | $5,911+182.0% | $5,048+230.2% | $5,982+178.6% |
| Admin fee / account holder | $1,353 | $11,736-88.5% | $8,927-84.8% | $11,246-88.0% |