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 | $187,837 | $74,888+150.8% | $71,209+163.8% | $142,382+31.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.52% | 345.14%-340.6pp | 282.51%-278.0pp | 217.08%-212.6pp |
| Employer contribution / active EE | $3,041 | $2,854+6.6% | $2,721+11.8% | $4,299-29.3% |
| Participant deferral / active EE | $3,041 | $4,454-31.7% | $4,175-27.2% | $6,507-53.3% |
| Admin fee / account holder | $2,742 | $5,568-50.8% | $5,349-48.7% | $12,624-78.3% |