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 | $190,299 | $117,841+61.5% | $102,423+85.8% | $145,922+30.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.37% | 31.65%-27.3pp | 29.32%-25.0pp | 561.29%-556.9pp |
| Employer contribution / active EE | $2,357 | $3,615-34.8% | $3,023-22.0% | $4,660-49.4% |
| Participant deferral / active EE | $7,607 | $5,731+32.7% | $5,053+50.5% | $6,688+13.7% |
| Admin fee / account holder | $45,304 | $13,326+240.0% | $9,451+379.4% | $13,397+238.2% |