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 | $225,701 | $172,111+31.1% | $150,298+50.2% | $137,256+64.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.48% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $18,753 | $4,636+304.5% | $4,154+351.4% | $4,156+351.2% |
| Participant deferral / active EE | $12,077 | $6,166+95.9% | $5,453+121.5% | $6,407+88.5% |
| Admin fee / account holder | $1,770 | $16,471-89.3% | $14,116-87.5% | $12,270-85.6% |