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 | $205,389 | $154,117+33.3% | $129,995+58.0% | $139,434+47.3% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 6.81% | 32.48%-25.7pp | -137.18%+144.0pp | 372.94%-366.1pp |
| Employer contribution / active EE | $3,750 | $5,289-29.1% | $4,320-13.2% | $4,751-21.1% |
| Participant deferral / active EE | $2,515 | $6,710-62.5% | $5,820-56.8% | $6,710-62.5% |
| Admin fee / account holder | $33,543 | $14,007+139.5% | $10,614+216.0% | $11,403+194.2% |