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 | $222,595 | $152,587+45.9% | $125,175+77.8% | $152,861+45.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.15% | 54.84%-46.7pp | 43.79%-35.6pp | 345.32%-337.2pp |
| Employer contribution / active EE | $2,146 | $4,946-56.6% | $3,865-44.5% | $4,762-54.9% |
| Participant deferral / active EE | $2,809 | $5,868-52.1% | $4,937-43.1% | $5,850-52.0% |
| Admin fee / account holder | $18,170 | $13,434+35.2% | $9,702+87.3% | $11,596+56.7% |