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 | $221,049 | $118,849+86.0% | $96,562+128.9% | $167,490+32.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.29% | 50.49%-44.2pp | 37.78%-31.5pp | 478.56%-472.3pp |
| Employer contribution / active EE | $4,455 | $3,120+42.8% | $2,356+89.0% | $4,837-7.9% |
| Participant deferral / active EE | $8,667 | $4,616+87.8% | $3,849+125.2% | $6,341+36.7% |
| Admin fee / account holder | $3,560 | $8,065-55.9% | $6,181-42.4% | $12,309-71.1% |