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 | $205,179 | $177,572+15.5% | $154,803+32.5% | $142,382+44.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.12% | 65.07%-54.0pp | 58.88%-47.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $8,366 | $4,810+73.9% | $4,305+94.3% | $4,299+94.6% |
| Participant deferral / active EE | $6,673 | $6,272+6.4% | $5,540+20.4% | $6,507+2.5% |
| Admin fee / account holder | $1,196 | $16,786-92.9% | $14,329-91.7% | $12,624-90.5% |