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 | $197,564 | $158,398+24.7% | $126,539+56.1% | $142,382+38.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 7.93% | 593.76%-585.8pp | 425.95%-418.0pp | 217.08%-209.1pp |
| Employer contribution / active EE | $2,947 | $4,650-36.6% | $3,674-19.8% | $4,299-31.5% |
| Participant deferral / active EE | $12,439 | $4,767+161.0% | $4,083+204.7% | $6,507+91.2% |
| Admin fee / account holder | $1,429 | $6,918-79.3% | $6,065-76.4% | $12,624-88.7% |