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 | $156,288 | $95,266+64.1% | $82,389+89.7% | $142,382+9.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.26% | 25.74%-16.5pp | 28.67%-19.4pp | 217.08%-207.8pp |
| Employer contribution / active EE | $14,875 | $2,991+397.3% | $2,517+491.0% | $4,299+246.0% |
| Participant deferral / active EE | $8,438 | $4,809+75.5% | $4,155+103.1% | $6,507+29.7% |
| Admin fee / account holder | $2,035 | $8,563-76.2% | $7,231-71.9% | $12,624-83.9% |