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 | $194,219 | $165,984+17.0% | $164,813+17.8% | $145,922+33.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.25% | 100.03%-91.8pp | 69.93%-61.7pp | 561.29%-553.0pp |
| Employer contribution / active EE | $4,457 | $5,273-15.5% | $4,341+2.7% | $4,660-4.4% |
| Participant deferral / active EE | $28,400 | $6,959+308.1% | $6,031+370.9% | $6,688+324.7% |
| Admin fee / account holder | $58,223 | $16,648+249.7% | $12,690+358.8% | $13,397+334.6% |