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 | $193,386 | $124,281+55.6% | $109,143+77.2% | $167,490+15.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.35% | 26.04%-16.7pp | 25.75%-16.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $13,137 | $4,207+212.2% | $3,722+253.0% | $4,837+171.6% |
| Participant deferral / active EE | $4,641 | $5,255-11.7% | $4,653-0.3% | $6,341-26.8% |
| Admin fee / account holder | $473 | $7,970-94.1% | $6,752-93.0% | $12,309-96.2% |