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 | $125,684 | $99,652+26.1% | $78,778+59.5% | $147,584-14.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.15% | 47.28%-45.1pp | 35.62%-33.5pp | 578.55%-576.4pp |
| Employer contribution / active EE | $15,666 | $2,796+460.4% | $1,986+688.9% | $4,876+221.3% |
| Participant deferral / active EE | $7,157 | $3,664+95.4% | $2,958+141.9% | $5,439+31.6% |
| Admin fee / account holder | $256,015 | $7,155+3478.0% | $5,134+4886.8% | $10,885+2251.9% |