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 | $242,652 | $209,336+15.9% | $197,124+23.1% | $137,256+76.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.52% | 48.09%-39.6pp | 44.34%-35.8pp | 220.34%-211.8pp |
| Employer contribution / active EE | $5,398 | $6,591-18.1% | $6,227-13.3% | $4,156+29.9% |
| Participant deferral / active EE | $7,115 | $9,614-26.0% | $9,135-22.1% | $6,407+11.1% |
| Admin fee / account holder | $12,000 | $17,308-30.7% | $16,298-26.4% | $12,270-2.2% |