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 | $206,850 | $95,416+116.8% | $185,823+11.3% | $85,850+140.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.42% | 23.59%-13.2pp | 122.05%-111.6pp | 318.53%-308.1pp |
| Employer contribution / active EE | $5,900 | $3,314+78.0% | $5,167+14.2% | $2,565+130.0% |
| Participant deferral / active EE | $6,485 | $3,423+89.4% | $5,568+16.5% | $3,952+64.1% |
| Admin fee / account holder | $6,357 | $7,213-11.9% | $16,237-60.8% | $6,260+1.6% |