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 | $248,672 | $142,405+74.6% | $115,157+115.9% | $152,861+62.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 1.60% | 41.48%-39.9pp | 35.60%-34.0pp | 345.32%-343.7pp |
| Employer contribution / active EE | $2,134 | $4,010-46.8% | $3,179-32.9% | $4,762-55.2% |
| Participant deferral / active EE | $8,702 | $5,164+68.5% | $4,168+108.8% | $5,850+48.8% |
| Admin fee / account holder | $5,807 | $8,462-31.4% | $7,088-18.1% | $11,596-49.9% |