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 | $206,643 | $127,065+62.6% | $113,168+82.6% | $142,382+45.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.83% | 24.03%-18.2pp | 24.27%-18.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $7,254 | $3,442+110.7% | $2,975+143.8% | $4,299+68.7% |
| Participant deferral / active EE | $19,216 | $5,716+236.2% | $5,107+276.3% | $6,507+195.3% |
| Admin fee / account holder | $9,003 | $15,736-42.8% | $12,068-25.4% | $12,624-28.7% |