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 | $213,091 | $107,334+98.5% | $92,893+129.4% | $152,861+39.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.50% | 145.58%-137.1pp | 109.41%-100.9pp | 345.32%-336.8pp |
| Employer contribution / active EE | $1,682 | $4,221-60.1% | $3,653-53.9% | $4,762-64.7% |
| Participant deferral / active EE | $1,834 | $4,845-62.1% | $4,236-56.7% | $5,850-68.6% |
| Admin fee / account holder | $1,065 | $7,079-85.0% | $5,794-81.6% | $11,596-90.8% |