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 | $221,210 | $179,726+23.1% | $156,263+41.6% | $142,382+55.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.43% | 77.86%-72.4pp | 59.47%-54.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $3,770 | $5,069-25.6% | $4,333-13.0% | $4,299-12.3% |
| Participant deferral / active EE | $8,807 | $6,956+26.6% | $6,158+43.0% | $6,507+35.3% |
| Admin fee / account holder | $3,810 | $17,272-77.9% | $14,255-73.3% | $12,624-69.8% |