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 | $192,662 | $98,240+96.1% | $82,313+134.1% | $147,584+30.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 6.88% | 30.85%-24.0pp | 25.88%-19.0pp | 578.55%-571.7pp |
| Employer contribution / active EE | $2,039 | $3,192-36.1% | $2,428-16.0% | $4,876-58.2% |
| Participant deferral / active EE | $2,254 | $4,383-48.6% | $3,706-39.2% | $5,439-58.5% |
| Admin fee / account holder | $11,649 | $8,563+36.0% | $5,608+107.7% | $10,885+7.0% |