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 | $213,197 | $154,117+38.3% | $129,995+64.0% | $139,434+52.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.04% | 32.48%-29.4pp | -137.18%+140.2pp | 372.94%-369.9pp |
| Employer contribution / active EE | $18,471 | $5,289+249.2% | $4,320+327.6% | $4,751+288.8% |
| Participant deferral / active EE | $10,962 | $6,710+63.4% | $5,820+88.3% | $6,710+63.4% |
| Admin fee / account holder | $18,645 | $14,007+33.1% | $10,614+75.7% | $11,403+63.5% |