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 | $236,056 | $73,933+219.3% | $96,683+144.2% | $75,163+214.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 7.36% | 26.70%-19.3pp | 35.69%-28.3pp | 160.62%-153.3pp |
| Employer contribution / active EE | $15,456 | $2,928+427.9% | $3,737+313.6% | $2,670+478.9% |
| Participant deferral / active EE | $5,999 | $3,659+64.0% | $4,878+23.0% | $4,125+45.4% |
| Admin fee / account holder | $8,361 | $5,216+60.3% | $6,730+24.2% | $5,651+48.0% |