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 | $219,992 | $127,065+73.1% | $113,168+94.4% | $142,382+54.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 8.62% | 24.03%-15.4pp | 24.27%-15.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $2,065 | $3,442-40.0% | $2,975-30.6% | $4,299-52.0% |
| Participant deferral / active EE | $8,797 | $5,716+53.9% | $5,107+72.3% | $6,507+35.2% |
| Admin fee / account holder | $112,350 | $15,736+614.0% | $12,068+831.0% | $12,624+790.0% |