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 | $243,800 | $179,726+35.7% | $156,263+56.0% | $142,382+71.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.57% | 77.86%-70.3pp | 59.47%-51.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,625 | $5,069-48.2% | $4,333-39.4% | $4,299-38.9% |
| Participant deferral / active EE | $4,165 | $6,956-40.1% | $6,158-32.4% | $6,507-36.0% |
| Admin fee / account holder | $156,581 | $17,272+806.5% | $14,255+998.4% | $12,624+1140.4% |