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 | $194,437 | $86,286+125.3% | $111,297+74.7% | $85,850+126.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.37% | 19.99%-9.6pp | 54.65%-44.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,000 | $2,043-2.1% | $2,731-26.8% | $2,565-22.0% |
| Participant deferral / active EE | $7,059 | $3,641+93.9% | $4,487+57.3% | $3,952+78.6% |
| Admin fee / account holder | $17,398 | $8,188+112.5% | $7,964+118.5% | $6,260+177.9% |