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 | $249,693 | $115,770+115.7% | $101,248+146.6% | $158,922+57.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 6.94% | 56.14%-49.2pp | 46.47%-39.5pp | 302.83%-295.9pp |
| Employer contribution / active EE | $10,422 | $4,175+149.7% | $3,660+184.8% | $4,761+118.9% |
| Participant deferral / active EE | $1,985 | $4,957-60.0% | $4,370-54.6% | $5,982-66.8% |
| Admin fee / account holder | $4,770 | $7,245-34.2% | $5,945-19.8% | $11,246-57.6% |