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 | $229,485 | $124,281+84.7% | $109,143+110.3% | $167,490+37.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.39% | 26.04%-18.6pp | 25.75%-18.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $9,600 | $4,207+128.2% | $3,722+157.9% | $4,837+98.5% |
| Participant deferral / active EE | $10,143 | $5,255+93.0% | $4,653+118.0% | $6,341+60.0% |
| Admin fee / account holder | $1,058 | $7,970-86.7% | $6,752-84.3% | $12,309-91.4% |