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 | $238,876 | $117,841+102.7% | $102,423+133.2% | $145,922+63.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.42% | 31.65%-26.2pp | 29.32%-23.9pp | 561.29%-555.9pp |
| Employer contribution / active EE | $2,929 | $3,615-19.0% | $3,023-3.1% | $4,660-37.2% |
| Participant deferral / active EE | $7,759 | $5,731+35.4% | $5,053+53.6% | $6,688+16.0% |
| Admin fee / account holder | $2,291 | $13,326-82.8% | $9,451-75.8% | $13,397-82.9% |