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 | $201,458 | $127,065+58.5% | $113,168+78.0% | $142,382+41.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 3.63% | 24.03%-20.4pp | 24.27%-20.6pp | 217.08%-213.4pp |
| Employer contribution / active EE | $21,488 | $3,442+524.3% | $2,975+622.2% | $4,299+399.8% |
| Participant deferral / active EE | $10,205 | $5,716+78.5% | $5,107+99.8% | $6,507+56.8% |
| Admin fee / account holder | $213,262 | $15,736+1255.3% | $12,068+1667.2% | $12,624+1589.4% |