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 | $203,845 | $112,096+81.8% | $95,952+112.4% | $158,922+28.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.71% | 171.09%-165.4pp | 91.61%-85.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $3,248 | $3,198+1.6% | $2,541+27.8% | $4,761-31.8% |
| Participant deferral / active EE | $7,864 | $4,784+64.4% | $4,167+88.7% | $5,982+31.5% |
| Admin fee / account holder | $415 | $10,130-95.9% | $6,795-93.9% | $11,246-96.3% |