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 | $224,336 | $111,301+101.6% | $112,977+98.6% | $158,922+41.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 2.96% | 26.40%-23.4pp | 24.24%-21.3pp | 302.83%-299.9pp |
| Employer contribution / active EE | $3,539 | $4,471-20.9% | $4,255-16.8% | $4,761-25.7% |
| Participant deferral / active EE | $9,282 | $5,880+57.9% | $5,836+59.1% | $5,982+55.2% |
| Admin fee / account holder | $398 | $8,392-95.3% | $6,294-93.7% | $11,246-96.5% |