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 | $239,224 | $102,828+132.6% | $105,387+127.0% | $152,861+56.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.52% | 20.85%-15.3pp | 26.82%-21.3pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,572 | $4,473-42.5% | $4,213-39.0% | $4,762-46.0% |
| Participant deferral / active EE | $3,495 | $5,465-36.0% | $5,502-36.5% | $5,850-40.3% |
| Admin fee / account holder | $3,466 | $8,683-60.1% | $6,559-47.2% | $11,596-70.1% |