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 | $208,767 | $115,770+80.3% | $101,248+106.2% | $158,922+31.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.41% | 56.14%-54.7pp | 46.47%-45.1pp | 302.83%-301.4pp |
| Employer contribution / active EE | $14,583 | $4,175+249.3% | $3,660+298.5% | $4,761+206.3% |
| Participant deferral / active EE | $1,742 | $4,957-64.9% | $4,370-60.1% | $5,982-70.9% |
| Admin fee / account holder | $7,213 | $7,245-0.4% | $5,945+21.3% | $11,246-35.9% |