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 | $232,845 | $157,256+48.1% | $141,162+64.9% | $152,861+52.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.43% | 64.32%-60.9pp | 71.39%-68.0pp | 345.32%-341.9pp |
| Employer contribution / active EE | $9,947 | $5,261+89.1% | $4,735+110.1% | $4,762+108.9% |
| Participant deferral / active EE | $12,487 | $7,109+75.6% | $6,709+86.1% | $5,850+113.4% |
| Admin fee / account holder | $56,684 | $12,120+367.7% | $10,261+452.4% | $11,596+388.8% |