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 | $204,318 | $127,065+60.8% | $113,168+80.5% | $142,382+43.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.60% | 24.03%-16.4pp | 24.27%-16.7pp | 217.08%-209.5pp |
| Employer contribution / active EE | $7,990 | $3,442+132.1% | $2,975+168.6% | $4,299+85.9% |
| Participant deferral / active EE | $7,661 | $5,716+34.0% | $5,107+50.0% | $6,507+17.7% |
| Admin fee / account holder | $106,252 | $15,736+575.2% | $12,068+780.5% | $12,624+741.7% |