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 | $246,891 | $162,781+51.7% | $133,956+84.3% | $158,922+55.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.48% | 41.94%-40.5pp | 45.09%-43.6pp | 302.83%-301.3pp |
| Employer contribution / active EE | $2,060 | $4,975-58.6% | $3,919-47.4% | $4,761-56.7% |
| Participant deferral / active EE | $3,064 | $5,911-48.2% | $5,048-39.3% | $5,982-48.8% |
| Admin fee / account holder | $1,346 | $11,736-88.5% | $8,927-84.9% | $11,246-88.0% |