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 | $215,846 | $107,334+101.1% | $92,893+132.4% | $152,861+41.2% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.4%+1.8pp |
| Annual return | 2.51% | 145.58%-143.1pp | 109.41%-106.9pp | 345.32%-342.8pp |
| Employer contribution / active EE | $1,530 | $4,221-63.7% | $3,653-58.1% | $4,762-67.9% |
| Participant deferral / active EE | $7,669 | $4,845+58.3% | $4,236+81.0% | $5,850+31.1% |
| Admin fee / account holder | $4,447 | $7,079-37.2% | $5,794-23.3% | $11,596-61.7% |