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 | $191,149 | $124,319+53.8% | $111,297+71.7% | $167,490+14.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.87% | 37.44%-28.6pp | 54.65%-45.8pp | 478.56%-469.7pp |
| Employer contribution / active EE | $4,020 | $3,435+17.0% | $2,731+47.2% | $4,837-16.9% |
| Participant deferral / active EE | $10,684 | $5,180+106.2% | $4,487+138.1% | $6,341+68.5% |
| Admin fee / account holder | $75,322 | $10,618+609.4% | $7,964+845.8% | $12,309+511.9% |