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 | $208,266 | $179,726+15.9% | $156,263+33.3% | $142,382+46.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 3.26% | 77.86%-74.6pp | 59.47%-56.2pp | 217.08%-213.8pp |
| Employer contribution / active EE | $2,980 | $5,069-41.2% | $4,333-31.2% | $4,299-30.7% |
| Participant deferral / active EE | $6,008 | $6,956-13.6% | $6,158-2.4% | $6,507-7.7% |
| Admin fee / account holder | $97,109 | $17,272+462.2% | $14,255+581.2% | $12,624+669.3% |