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 | $235,240 | $183,519+28.2% | $155,509+51.3% | $145,922+61.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.37% | 61.17%-55.8pp | 64.67%-59.3pp | 561.29%-555.9pp |
| Employer contribution / active EE | $18,529 | $5,313+248.8% | $4,672+296.6% | $4,660+297.6% |
| Participant deferral / active EE | $13,220 | $6,462+104.6% | $5,626+135.0% | $6,688+97.7% |
| Admin fee / account holder | $6,780 | $19,313-64.9% | $15,912-57.4% | $13,397-49.4% |