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 | $236,526 | $177,572+33.2% | $154,803+52.8% | $142,382+66.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.02% | 65.07%-56.1pp | 58.88%-49.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $6,340 | $4,810+31.8% | $4,305+47.3% | $4,299+47.5% |
| Participant deferral / active EE | $24,228 | $6,272+286.3% | $5,540+337.3% | $6,507+272.3% |
| Admin fee / account holder | $1,992 | $16,786-88.1% | $14,329-86.1% | $12,624-84.2% |