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 | $211,283 | $124,281+70.0% | $109,143+93.6% | $167,490+26.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.74% | 26.04%-22.3pp | 25.75%-22.0pp | 478.56%-474.8pp |
| Employer contribution / active EE | $7,953 | $4,207+89.0% | $3,722+113.7% | $4,837+64.4% |
| Participant deferral / active EE | $7,806 | $5,255+48.5% | $4,653+67.8% | $6,341+23.1% |
| Admin fee / account holder | $3,652 | $7,970-54.2% | $6,752-45.9% | $12,309-70.3% |