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 | $223,384 | $101,069+121.0% | $81,478+174.2% | $147,584+51.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 5.77% | 32.40%-26.6pp | 38.78%-33.0pp | 578.55%-572.8pp |
| Employer contribution / active EE | $11,440 | $3,205+256.9% | $2,568+345.5% | $4,876+134.6% |
| Participant deferral / active EE | $11,045 | $4,242+160.4% | $3,537+212.3% | $5,439+103.1% |
| Admin fee / account holder | $210,707 | $5,812+3525.5% | $4,561+4519.8% | $10,885+1835.7% |