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 | $225,175 | $159,602+41.1% | $150,045+50.1% | $142,382+58.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.40% | 70.24%-65.8pp | 62.55%-58.2pp | 217.08%-212.7pp |
| Employer contribution / active EE | $6,180 | $4,961+24.6% | $4,693+31.7% | $4,299+43.8% |
| Participant deferral / active EE | $15,250 | $8,310+83.5% | $7,997+90.7% | $6,507+134.4% |
| Admin fee / account holder | $252,017 | $14,846+1597.5% | $13,435+1775.9% | $12,624+1896.4% |