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 | $211,381 | $117,983+79.2% | $101,794+107.7% | $142,382+48.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.51% | 36.92%-27.4pp | 30.53%-21.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,734 | $2,773-1.4% | $2,289+19.4% | $4,299-36.4% |
| Participant deferral / active EE | $9,634 | $4,714+104.4% | $4,084+135.9% | $6,507+48.1% |
| Admin fee / account holder | $127,192 | $10,433+1119.1% | $8,777+1349.1% | $12,624+907.6% |