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 | $236,596 | $95,266+148.4% | $82,389+187.2% | $142,382+66.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 8.26% | 25.74%-17.5pp | 28.67%-20.4pp | 217.08%-208.8pp |
| Employer contribution / active EE | $10,900 | $2,991+264.4% | $2,517+333.0% | $4,299+153.5% |
| Participant deferral / active EE | $13,619 | $4,809+183.2% | $4,155+227.8% | $6,507+109.3% |
| Admin fee / account holder | $17,674 | $8,563+106.4% | $7,231+144.4% | $12,624+40.0% |