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 | $201,615 | $106,515+89.3% | $96,683+108.5% | $139,434+44.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.02% | 38.43%-31.4pp | 35.69%-28.7pp | 372.94%-365.9pp |
| Employer contribution / active EE | $14,780 | $4,103+260.2% | $3,737+295.5% | $4,751+211.1% |
| Participant deferral / active EE | $7,787 | $5,454+42.8% | $4,878+59.6% | $6,710+16.1% |
| Admin fee / account holder | $4,179 | $7,877-46.9% | $6,730-37.9% | $11,403-63.3% |