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 | $206,022 | $118,450+73.9% | $98,439+109.3% | $139,434+47.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 8.15% | 18.94%-10.8pp | 21.16%-13.0pp | 372.94%-364.8pp |
| Employer contribution / active EE | $13,742 | $3,609+280.7% | $3,048+350.8% | $4,751+189.3% |
| Participant deferral / active EE | $7,914 | $5,392+46.8% | $4,738+67.0% | $6,710+17.9% |
| Admin fee / account holder | $1,025 | $14,026-92.7% | $8,948-88.5% | $11,403-91.0% |