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 | $207,609 | $73,933+180.8% | $96,683+114.7% | $75,163+176.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -5.90% | 26.70%-32.6pp | 35.69%-41.6pp | 160.62%-166.5pp |
| Employer contribution / active EE | $5,117 | $2,928+74.8% | $3,737+36.9% | $2,670+91.7% |
| Participant deferral / active EE | $8,125 | $3,659+122.1% | $4,878+66.6% | $4,125+97.0% |
| Admin fee / account holder | $28,501 | $5,216+446.4% | $6,730+323.5% | $5,651+404.4% |