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 | $226,819 | $111,535+103.4% | $105,223+115.6% | $137,256+65.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.08% | 237.85%-227.8pp | 180.65%-170.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,002 | $3,939-74.6% | $3,689-72.8% | $4,156-75.9% |
| Participant deferral / active EE | $10,804 | $5,500+96.4% | $5,072+113.0% | $6,407+68.6% |
| Admin fee / account holder | $2,548 | $9,721-73.8% | $8,859-71.2% | $12,270-79.2% |