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 | $245,787 | $109,359+124.8% | $162,163+51.6% | $72,985+236.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 7.90% | 25.46%-17.6pp | 115.59%-107.7pp | 81.00%-73.1pp |
| Employer contribution / active EE | $5,976 | $3,907+53.0% | $5,614+6.5% | $2,440+144.9% |
| Participant deferral / active EE | $5,201 | $5,481-5.1% | $7,298-28.7% | $3,607+44.2% |
| Admin fee / account holder | $4,042 | $7,972-49.3% | $10,843-62.7% | $5,124-21.1% |