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 | $210,642 | $175,202+20.2% | $149,673+40.7% | $139,434+51.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.03% | 166.71%-160.7pp | 134.42%-128.4pp | 372.94%-366.9pp |
| Employer contribution / active EE | $4,167 | $5,474-23.9% | $4,818-13.5% | $4,751-12.3% |
| Participant deferral / active EE | $6,676 | $6,519+2.4% | $5,680+17.5% | $6,710-0.5% |
| Admin fee / account holder | $2,439 | $16,150-84.9% | $13,210-81.5% | $11,403-78.6% |