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 | $248,290 | $209,411+18.6% | $178,490+39.1% | $158,922+56.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -11.48% | 188.75%-200.2pp | 151.07%-162.5pp | 302.83%-314.3pp |
| Employer contribution / active EE | $6,328 | $5,706+10.9% | $5,011+26.3% | $4,761+32.9% |
| Participant deferral / active EE | $18,350 | $5,954+208.2% | $5,202+252.8% | $5,982+206.7% |
| Admin fee / account holder | $41,972 | $17,074+145.8% | $13,984+200.1% | $11,246+273.2% |