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 | $203,183 | $107,934+88.2% | $91,989+120.9% | $152,861+32.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 6.19% | 89.24%-83.1pp | 69.02%-62.8pp | 345.32%-339.1pp |
| Employer contribution / active EE | $1,727 | $4,210-59.0% | $3,452-50.0% | $4,762-63.7% |
| Participant deferral / active EE | $2,286 | $6,364-64.1% | $5,923-61.4% | $5,850-60.9% |
| Admin fee / account holder | $4,895 | $10,520-53.5% | $7,743-36.8% | $11,596-57.8% |