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 | $212,509 | $183,519+15.8% | $155,509+36.7% | $145,922+45.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.23% | 61.17%-53.9pp | 64.67%-57.4pp | 561.29%-554.1pp |
| Employer contribution / active EE | $5,115 | $5,313-3.7% | $4,672+9.5% | $4,660+9.8% |
| Participant deferral / active EE | $10,423 | $6,462+61.3% | $5,626+85.3% | $6,688+55.9% |
| Admin fee / account holder | $987 | $19,313-94.9% | $15,912-93.8% | $13,397-92.6% |