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 | $222,471 | $94,338+135.8% | $100,534+121.3% | $142,382+56.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 10.41% | 29.20%-18.8pp | 32.66%-22.3pp | 217.08%-206.7pp |
| Employer contribution / active EE | $6,940 | $4,237+63.8% | $4,346+59.7% | $4,299+61.4% |
| Participant deferral / active EE | $11,114 | $5,934+87.3% | $6,144+80.9% | $6,507+70.8% |
| Admin fee / account holder | $84,964 | $8,421+908.9% | $7,654+1010.0% | $12,624+573.1% |