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 | $230,975 | $192,717+19.9% | $142,449+62.1% | $139,434+65.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | -7.82% | 17.99%-25.8pp | 19.99%-27.8pp | 372.94%-380.8pp |
| Employer contribution / active EE | $17,576 | $5,806+202.7% | $4,847+262.6% | $4,751+270.0% |
| Participant deferral / active EE | $10,040 | $7,208+39.3% | $6,283+59.8% | $6,710+49.6% |
| Admin fee / account holder | $1,600 | $15,124-89.4% | $10,011-84.0% | $11,403-86.0% |