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 | $158,214 | $115,770+36.7% | $101,248+56.3% | $158,922-0.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.13% | 56.14%-52.0pp | 46.47%-42.3pp | 302.83%-298.7pp |
| Employer contribution / active EE | $10,000 | $4,175+139.5% | $3,660+173.3% | $4,761+110.0% |
| Participant deferral / active EE | $2,016 | $4,957-59.3% | $4,370-53.9% | $5,982-66.3% |
| Admin fee / account holder | $1,655 | $7,245-77.2% | $5,945-72.2% | $11,246-85.3% |