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 | $226,231 | $72,177+213.4% | $115,037+96.7% | $59,632+279.4% |
| Participation rate | 82.5% | 72.6%+10.0pp | 81.4%+1.2pp | 68.7%+13.9pp |
| Annual return | -8.30% | 12.02%-20.3pp | 26.14%-34.4pp | 2041.28%-2049.6pp |
| Employer contribution / active EE | $4,300 | $2,841+51.3% | $4,608-6.7% | $2,203+95.2% |
| Participant deferral / active EE | $8,647 | $4,783+80.8% | $6,026+43.5% | $3,192+170.9% |
| Admin fee / account holder | $8,490 | $4,927+72.3% | $8,175+3.8% | $4,297+97.6% |