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 | $222,162 | $46,553+377.2% | $64,056+246.8% | $75,163+195.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.99% | 26.03%-15.0pp | 33.69%-22.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $9,614 | $1,974+387.1% | $2,747+250.0% | $2,670+260.1% |
| Participant deferral / active EE | $3,096 | $2,837+9.1% | $3,880-20.2% | $4,125-24.9% |
| Admin fee / account holder | $9,988 | $2,952+238.3% | $3,068+225.5% | $5,651+76.7% |