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 | $187,970 | $124,319+51.2% | $111,297+68.9% | $167,490+12.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 4.38% | 37.44%-33.1pp | 54.65%-50.3pp | 478.56%-474.2pp |
| Employer contribution / active EE | $1,227 | $3,435-64.3% | $2,731-55.1% | $4,837-74.6% |
| Participant deferral / active EE | $2,315 | $5,180-55.3% | $4,487-48.4% | $6,341-63.5% |
| Admin fee / account holder | $21,156 | $10,618+99.3% | $7,964+165.7% | $12,309+71.9% |