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 | $191,442 | $118,849+61.1% | $96,562+98.3% | $167,490+14.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.72% | 50.49%-43.8pp | 37.78%-31.1pp | 478.56%-471.8pp |
| Employer contribution / active EE | $6,511 | $3,120+108.7% | $2,356+176.3% | $4,837+34.6% |
| Participant deferral / active EE | $9,185 | $4,616+99.0% | $3,849+138.6% | $6,341+44.8% |
| Admin fee / account holder | $1,044 | $8,065-87.1% | $6,181-83.1% | $12,309-91.5% |