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 | $238,630 | $183,519+30.0% | $155,509+53.5% | $145,922+63.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.19% | 61.17%-55.0pp | 64.67%-58.5pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,340 | $5,313-74.8% | $4,672-71.3% | $4,660-71.2% |
| Participant deferral / active EE | $4,770 | $6,462-26.2% | $5,626-15.2% | $6,688-28.7% |
| Admin fee / account holder | $2,420 | $19,313-87.5% | $15,912-84.8% | $13,397-81.9% |