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 | $238,111 | $117,983+101.8% | $101,794+133.9% | $142,382+67.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.31% | 36.92%-29.6pp | 30.53%-23.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $8,209 | $2,773+196.1% | $2,289+258.7% | $4,299+91.0% |
| Participant deferral / active EE | $4,898 | $4,714+3.9% | $4,084+19.9% | $6,507-24.7% |
| Admin fee / account holder | $2,176 | $10,433-79.1% | $8,777-75.2% | $12,624-82.8% |