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 5-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 | $220,242 | $127,065+73.3% | $113,168+94.6% | $142,382+54.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.20% | 24.03%-18.8pp | 24.27%-19.1pp | 217.08%-211.9pp |
| Employer contribution / active EE | $33,113 | $3,442+862.0% | $2,975+1013.0% | $4,299+670.2% |
| Participant deferral / active EE | $22,747 | $5,716+297.9% | $5,107+345.4% | $6,507+249.6% |
| Admin fee / account holder | $35,689 | $15,736+126.8% | $12,068+195.7% | $12,624+182.7% |