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 | $246,451 | $99,877+146.8% | $84,966+190.1% | $145,922+68.9% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 6.93% | 83.76%-76.8pp | 66.38%-59.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $10,037 | $3,231+210.6% | $2,727+268.0% | $4,660+115.4% |
| Participant deferral / active EE | $7,864 | $5,291+48.6% | $4,519+74.0% | $6,688+17.6% |
| Admin fee / account holder | $594 | $7,248-91.8% | $6,149-90.3% | $13,397-95.6% |