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 | $223,636 | $152,587+46.6% | $125,175+78.7% | $152,861+46.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.22% | 54.84%-50.6pp | 43.79%-39.6pp | 345.32%-341.1pp |
| Employer contribution / active EE | $5,518 | $4,946+11.6% | $3,865+42.8% | $4,762+15.9% |
| Participant deferral / active EE | $9,746 | $5,868+66.1% | $4,937+97.4% | $5,850+66.6% |
| Admin fee / account holder | $74,629 | $13,434+455.5% | $9,702+669.2% | $11,596+543.5% |