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 | $156,801 | $95,266+64.6% | $82,389+90.3% | $142,382+10.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.14% | 25.74%-16.6pp | 28.67%-19.5pp | 217.08%-207.9pp |
| Employer contribution / active EE | $11,278 | $2,991+277.1% | $2,517+348.1% | $4,299+162.3% |
| Participant deferral / active EE | $8,219 | $4,809+70.9% | $4,155+97.8% | $6,507+26.3% |
| Admin fee / account holder | $38,290 | $8,563+347.1% | $7,231+429.6% | $12,624+203.3% |