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 | $224,172 | $95,416+134.9% | $185,823+20.6% | $85,850+161.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 4.85% | 23.59%-18.7pp | 122.05%-117.2pp | 318.53%-313.7pp |
| Employer contribution / active EE | $4,202 | $3,314+26.8% | $5,167-18.7% | $2,565+63.8% |
| Participant deferral / active EE | $3,668 | $3,423+7.1% | $5,568-34.1% | $3,952-7.2% |
| Admin fee / account holder | $30,820 | $7,213+327.3% | $16,237+89.8% | $6,260+392.3% |