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 | $241,675 | $155,788+55.1% | $124,672+93.8% | $167,490+44.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 7.80% | 17.97%-10.2pp | 5142.93%-5135.1pp | 478.56%-470.8pp |
| Employer contribution / active EE | $26,057 | $4,163+525.9% | $3,324+684.0% | $4,837+438.7% |
| Participant deferral / active EE | $10,900 | $5,673+92.1% | $4,614+136.2% | $6,341+71.9% |
| Admin fee / account holder | $452 | $9,531-95.3% | $7,493-94.0% | $12,309-96.3% |