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 | $200,188 | $98,240+103.8% | $82,313+143.2% | $147,584+35.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.91% | 30.85%-22.9pp | 25.88%-18.0pp | 578.55%-570.6pp |
| Employer contribution / active EE | $2,231 | $3,192-30.1% | $2,428-8.1% | $4,876-54.3% |
| Participant deferral / active EE | $5,199 | $4,383+18.6% | $3,706+40.3% | $5,439-4.4% |
| Admin fee / account holder | $9,811 | $8,563+14.6% | $5,608+74.9% | $10,885-9.9% |