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 | $202,733 | $159,602+27.0% | $150,045+35.1% | $142,382+42.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.78% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,967 | $4,961-20.0% | $4,693-15.5% | $4,299-7.7% |
| Participant deferral / active EE | $8,627 | $8,310+3.8% | $7,997+7.9% | $6,507+32.6% |
| Admin fee / account holder | $17,432 | $14,846+17.4% | $13,435+29.7% | $12,624+38.1% |