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 | $222,249 | $157,256+41.3% | $141,162+57.4% | $152,861+45.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.37% | 64.32%-61.0pp | 71.39%-68.0pp | 345.32%-341.9pp |
| Employer contribution / active EE | $3,079 | $5,261-41.5% | $4,735-35.0% | $4,762-35.3% |
| Participant deferral / active EE | $13,063 | $7,109+83.7% | $6,709+94.7% | $5,850+123.3% |
| Admin fee / account holder | $13,488 | $12,120+11.3% | $10,261+31.4% | $11,596+16.3% |