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 | $227,691 | $110,257+106.5% | $96,544+135.8% | $139,434+63.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.24% | 26.32%-26.1pp | 25.84%-25.6pp | 372.94%-372.7pp |
| Employer contribution / active EE | $2,813 | $3,620-22.3% | $2,965-5.1% | $4,751-40.8% |
| Participant deferral / active EE | $14,324 | $5,548+158.2% | $4,851+195.3% | $6,710+113.5% |
| Admin fee / account holder | $47,311 | $11,591+308.2% | $8,252+473.3% | $11,403+314.9% |