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 | $205,188 | $106,515+92.6% | $96,683+112.2% | $139,434+47.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.13% | 38.43%-33.3pp | 35.69%-30.6pp | 372.94%-367.8pp |
| Employer contribution / active EE | $3,068 | $4,103-25.2% | $3,737-17.9% | $4,751-35.4% |
| Participant deferral / active EE | $21,267 | $5,454+289.9% | $4,878+336.0% | $6,710+216.9% |
| Admin fee / account holder | $441 | $7,877-94.4% | $6,730-93.4% | $11,403-96.1% |