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 | $206,655 | $109,904+88.0% | $97,167+112.7% | $145,959+41.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 4.96% | 243.43%-238.5pp | 75.27%-70.3pp | 561.95%-557.0pp |
| Employer contribution / active EE | $715 | $3,084-76.8% | $2,729-73.8% | $4,661-84.7% |
| Participant deferral / active EE | $10,433 | $4,676+123.1% | $4,264+144.7% | $6,689+56.0% |
| Admin fee / account holder | $3,960 | $6,216-36.3% | $5,650-29.9% | $13,398-70.4% |