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 | $215,457 | $78,672+173.9% | $109,143+97.4% | $85,850+151.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.74% | 25.09%-14.3pp | 25.75%-15.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $9,501 | $2,735+247.4% | $3,722+155.3% | $2,565+270.4% |
| Participant deferral / active EE | $2,582 | $3,467-25.5% | $4,653-44.5% | $3,952-34.7% |
| Admin fee / account holder | $7,012 | $5,469+28.2% | $6,752+3.8% | $6,260+12.0% |