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 | $237,118 | $111,754+112.2% | $103,333+129.5% | $145,922+62.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.17% | 24.77%-19.6pp | 24.88%-19.7pp | 561.29%-556.1pp |
| Employer contribution / active EE | $3,331 | $4,212-20.9% | $3,868-13.9% | $4,660-28.5% |
| Participant deferral / active EE | $9,174 | $5,619+63.3% | $5,057+81.4% | $6,688+37.2% |
| Admin fee / account holder | $3,484 | $9,750-64.3% | $8,355-58.3% | $13,397-74.0% |