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 | $193,679 | $96,635+100.4% | $86,612+123.6% | $139,434+38.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.61% | 106.41%-100.8pp | 591.07%-585.5pp | 372.94%-367.3pp |
| Employer contribution / active EE | $622 | $3,263-80.9% | $3,022-79.4% | $4,751-86.9% |
| Participant deferral / active EE | $1,941 | $4,836-59.9% | $4,438-56.3% | $6,710-71.1% |
| Admin fee / account holder | $1,393 | $6,408-78.3% | $5,614-75.2% | $11,403-87.8% |