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 | $218,882 | $159,602+37.1% | $150,045+45.9% | $142,382+53.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 0.74% | 70.24%-69.5pp | 62.55%-61.8pp | 217.08%-216.3pp |
| Employer contribution / active EE | $2,967 | $4,961-40.2% | $4,693-36.8% | $4,299-31.0% |
| Participant deferral / active EE | $3,916 | $8,310-52.9% | $7,997-51.0% | $6,507-39.8% |
| Admin fee / account holder | $355 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |