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 | $249,016 | $157,256+58.3% | $141,162+76.4% | $152,861+62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.91% | 64.32%-52.4pp | 71.39%-59.5pp | 345.32%-333.4pp |
| Employer contribution / active EE | $3,495 | $5,261-33.6% | $4,735-26.2% | $4,762-26.6% |
| Participant deferral / active EE | $11,600 | $7,109+63.2% | $6,709+72.9% | $5,850+98.3% |
| Admin fee / account holder | $5,660 | $12,120-53.3% | $10,261-44.8% | $11,596-51.2% |