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 | $215,313 | $95,266+126.0% | $82,389+161.3% | $142,382+51.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 4.72% | 25.74%-21.0pp | 28.67%-23.9pp | 217.08%-212.4pp |
| Employer contribution / active EE | $4,800 | $2,991+60.5% | $2,517+90.7% | $4,299+11.6% |
| Participant deferral / active EE | $6,770 | $4,809+40.8% | $4,155+62.9% | $6,507+4.0% |
| Admin fee / account holder | $45,582 | $8,563+432.3% | $7,231+530.4% | $12,624+261.1% |