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 | $201,935 | $95,803+110.8% | $113,168+78.4% | $84,808+138.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 5.29% | 25.00%-19.7pp | 24.27%-19.0pp | 40.90%-35.6pp |
| Employer contribution / active EE | $5,159 | $2,360+118.6% | $2,975+73.4% | $2,631+96.1% |
| Participant deferral / active EE | $6,928 | $4,242+63.3% | $5,107+35.7% | $4,212+64.5% |
| Admin fee / account holder | $151,297 | $8,989+1583.2% | $12,068+1153.7% | $7,344+1960.2% |