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 | $191,163 | $162,781+17.4% | $133,956+42.7% | $158,922+20.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.85% | 41.94%-38.1pp | 45.09%-41.2pp | 302.83%-299.0pp |
| Employer contribution / active EE | $13,027 | $4,975+161.8% | $3,919+232.4% | $4,761+173.6% |
| Participant deferral / active EE | $6,793 | $5,911+14.9% | $5,048+34.6% | $5,982+13.6% |
| Admin fee / account holder | $794 | $11,736-93.2% | $8,927-91.1% | $11,246-92.9% |