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 | $185,983 | $115,770+60.6% | $101,248+83.7% | $158,922+17.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.20% | 56.14%-49.9pp | 46.47%-40.3pp | 302.83%-296.6pp |
| Employer contribution / active EE | $6,592 | $4,175+57.9% | $3,660+80.1% | $4,761+38.5% |
| Participant deferral / active EE | $2,613 | $4,957-47.3% | $4,370-40.2% | $5,982-56.3% |
| Admin fee / account holder | $3,000 | $7,245-58.6% | $5,945-49.5% | $11,246-73.3% |