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 | $175,141 | $117,983+48.4% | $101,794+72.1% | $142,382+23.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 4.21% | 36.92%-32.7pp | 30.53%-26.3pp | 217.08%-212.9pp |
| Employer contribution / active EE | $8,005 | $2,773+188.7% | $2,289+249.7% | $4,299+86.2% |
| Participant deferral / active EE | $11,033 | $4,714+134.1% | $4,084+170.1% | $6,507+69.5% |
| Admin fee / account holder | $1,491 | $10,433-85.7% | $8,777-83.0% | $12,624-88.2% |