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 | $238,974 | $179,726+33.0% | $156,263+52.9% | $142,382+67.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.65% | 77.86%-68.2pp | 59.47%-49.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,479 | $5,069-51.1% | $4,333-42.8% | $4,299-42.3% |
| Participant deferral / active EE | $21,533 | $6,956+209.6% | $6,158+249.7% | $6,507+230.9% |
| Admin fee / account holder | $8,358 | $17,272-51.6% | $14,255-41.4% | $12,624-33.8% |