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 | $192,353 | $159,602+20.5% | $150,045+28.2% | $142,382+35.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.64% | 70.24%-63.6pp | 62.55%-55.9pp | 217.08%-210.4pp |
| Employer contribution / active EE | $4,576 | $4,961-7.7% | $4,693-2.5% | $4,299+6.4% |
| Participant deferral / active EE | $10,650 | $8,310+28.2% | $7,997+33.2% | $6,507+63.7% |
| Admin fee / account holder | $8,073 | $14,846-45.6% | $13,435-39.9% | $12,624-36.0% |