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 | $224,595 | $107,934+108.1% | $91,989+144.2% | $152,861+46.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 12.34% | 89.24%-76.9pp | 69.02%-56.7pp | 345.32%-333.0pp |
| Employer contribution / active EE | $6,210 | $4,210+47.5% | $3,452+79.9% | $4,762+30.4% |
| Participant deferral / active EE | $8,958 | $6,364+40.8% | $5,923+51.2% | $5,850+53.1% |
| Admin fee / account holder | $2,359 | $10,520-77.6% | $7,743-69.5% | $11,596-79.7% |