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 | $188,351 | $165,984+13.5% | $164,813+14.3% | $145,922+29.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.41% | 100.03%-96.6pp | 69.93%-66.5pp | 561.29%-557.9pp |
| Employer contribution / active EE | $36,959 | $5,273+600.9% | $4,341+751.4% | $4,660+693.2% |
| Participant deferral / active EE | $25,500 | $6,959+266.4% | $6,031+322.8% | $6,688+281.3% |
| Admin fee / account holder | $1,467 | $16,648-91.2% | $12,690-88.4% | $13,397-89.1% |