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 | $192,756 | $117,841+63.6% | $102,423+88.2% | $145,922+32.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.05% | 31.65%-25.6pp | 29.32%-23.3pp | 561.29%-555.2pp |
| Employer contribution / active EE | $15,291 | $3,615+323.0% | $3,023+405.8% | $4,660+228.2% |
| Participant deferral / active EE | $8,390 | $5,731+46.4% | $5,053+66.0% | $6,688+25.4% |
| Admin fee / account holder | $30,534 | $13,326+129.1% | $9,451+223.1% | $13,397+127.9% |