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 | $184,552 | $159,602+15.6% | $150,045+23.0% | $142,382+29.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.70% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $4,173 | $4,961-15.9% | $4,693-11.1% | $4,299-2.9% |
| Participant deferral / active EE | $14,177 | $8,310+70.6% | $7,997+77.3% | $6,507+117.9% |
| Admin fee / account holder | $35,315 | $14,846+137.9% | $13,435+162.9% | $12,624+179.8% |