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 | $162,497 | $86,286+88.3% | $111,297+46.0% | $85,850+89.3% |
| Participation rate | 95.6% | 73.3%+22.2pp | 77.3%+18.2pp | 69.3%+26.2pp |
| Annual return | 10.03% | 19.99%-10.0pp | 54.65%-44.6pp | 318.53%-308.5pp |
| Employer contribution / active EE | $3,332 | $2,043+63.1% | $2,731+22.0% | $2,565+29.9% |
| Participant deferral / active EE | $3,512 | $3,641-3.5% | $4,487-21.7% | $3,952-11.1% |
| Admin fee / account holder | $26,470 | $8,188+223.3% | $7,964+232.4% | $6,260+322.9% |