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 | $211,698 | $115,882+82.7% | $100,516+110.6% | $158,922+33.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.87% | 34.79%-28.9pp | 30.89%-25.0pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,581 | $4,103-61.5% | $3,418-53.7% | $4,761-66.8% |
| Participant deferral / active EE | $2,076 | $6,674-68.9% | $6,270-66.9% | $5,982-65.3% |
| Admin fee / account holder | $6,361 | $10,995-42.2% | $8,081-21.3% | $11,246-43.4% |