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 | $244,135 | $183,963+32.7% | $162,163+50.5% | $152,861+59.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 7.49% | 150.76%-143.3pp | 115.59%-108.1pp | 345.32%-337.8pp |
| Employer contribution / active EE | $8,396 | $6,371+31.8% | $5,614+49.6% | $4,762+76.3% |
| Participant deferral / active EE | $4,636 | $8,034-42.3% | $7,298-36.5% | $5,850-20.8% |
| Admin fee / account holder | $4,591 | $13,121-65.0% | $10,843-57.7% | $11,596-60.4% |