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 | $201,841 | $91,037+121.7% | $71,671+181.6% | $147,584+36.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 4.19% | 20.48%-16.3pp | 20.65%-16.5pp | 578.55%-574.4pp |
| Employer contribution / active EE | $1,804 | $3,327-45.8% | $2,460-26.7% | $4,876-63.0% |
| Participant deferral / active EE | $4,699 | $4,498+4.5% | $3,438+36.7% | $5,439-13.6% |
| Admin fee / account holder | $4,337 | $8,613-49.6% | $5,558-22.0% | $10,885-60.2% |