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 | $204,619 | $114,381+78.9% | $107,525+90.3% | $142,382+43.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.80% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $19,736 | $4,015+391.6% | $3,754+425.8% | $4,299+359.1% |
| Participant deferral / active EE | $7,581 | $5,564+36.2% | $5,116+48.2% | $6,507+16.5% |
| Admin fee / account holder | $292,317 | $9,860+2864.7% | $8,919+3177.6% | $12,624+2215.6% |