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 | $193,606 | $89,753+115.7% | $107,525+80.1% | $84,808+128.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 4.69% | 29.48%-24.8pp | 181.32%-176.6pp | 40.90%-36.2pp |
| Employer contribution / active EE | $5,437 | $3,113+74.6% | $3,754+44.8% | $2,631+106.6% |
| Participant deferral / active EE | $5,043 | $4,056+24.3% | $5,116-1.4% | $4,212+19.7% |
| Admin fee / account holder | $6,399 | $7,222-11.4% | $8,919-28.3% | $7,344-12.9% |