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 | $248,539 | $154,228+61.2% | $145,433+70.9% | $137,256+81.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.43% | 74.59%-63.2pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,785 | $4,804-42.0% | $4,554-38.9% | $4,156-33.0% |
| Participant deferral / active EE | $21,403 | $8,216+160.5% | $7,897+171.0% | $6,407+234.1% |
| Admin fee / account holder | $17,967 | $14,344+25.3% | $13,129+36.8% | $12,270+46.4% |