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 | $229,629 | $165,984+38.3% | $164,813+39.3% | $145,922+57.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.37% | 100.03%-93.7pp | 69.93%-63.6pp | 561.29%-554.9pp |
| Employer contribution / active EE | $10,061 | $5,273+90.8% | $4,341+131.8% | $4,660+115.9% |
| Participant deferral / active EE | $12,196 | $6,959+75.3% | $6,031+102.2% | $6,688+82.4% |
| Admin fee / account holder | $230,707 | $16,648+1285.8% | $12,690+1718.0% | $13,397+1622.1% |