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 | $209,448 | $165,912+26.2% | $122,332+71.2% | $147,584+41.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 2.49% | 34.55%-32.1pp | 30.27%-27.8pp | 578.55%-576.1pp |
| Employer contribution / active EE | $337 | $5,754-94.2% | $4,050-91.7% | $4,876-93.1% |
| Participant deferral / active EE | $11,500 | $4,005+187.1% | $3,287+249.9% | $5,439+111.4% |
| Admin fee / account holder | $917 | $7,424-87.7% | $5,478-83.3% | $10,885-91.6% |