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 | $192,391 | $157,256+22.3% | $141,162+36.3% | $152,861+25.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.30% | 64.32%-59.0pp | 71.39%-66.1pp | 345.32%-340.0pp |
| Employer contribution / active EE | $1,506 | $5,261-71.4% | $4,735-68.2% | $4,762-68.4% |
| Participant deferral / active EE | $4,729 | $7,109-33.5% | $6,709-29.5% | $5,850-19.2% |
| Admin fee / account holder | $5,537 | $12,120-54.3% | $10,261-46.0% | $11,596-52.3% |