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 9-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 | $184,730 | $107,934+71.2% | $91,989+100.8% | $152,861+20.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 1.84% | 89.24%-87.4pp | 69.02%-67.2pp | 345.32%-343.5pp |
| Employer contribution / active EE | $2,223 | $4,210-47.2% | $3,452-35.6% | $4,762-53.3% |
| Participant deferral / active EE | $25,000 | $6,364+292.8% | $5,923+322.1% | $5,850+327.3% |
| Admin fee / account holder | $6,521 | $10,520-38.0% | $7,743-15.8% | $11,596-43.8% |