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 | $188,358 | $102,828+83.2% | $105,387+78.7% | $152,861+23.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.20% | 20.85%-18.7pp | 26.82%-24.6pp | 345.32%-343.1pp |
| Employer contribution / active EE | $3,592 | $4,473-19.7% | $4,213-14.7% | $4,762-24.6% |
| Participant deferral / active EE | $11,384 | $5,465+108.3% | $5,502+106.9% | $5,850+94.6% |
| Admin fee / account holder | $2,017 | $8,683-76.8% | $6,559-69.3% | $11,596-82.6% |