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 | $240,030 | $159,602+50.4% | $150,045+60.0% | $142,382+68.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.04% | 70.24%-66.2pp | 62.55%-58.5pp | 217.08%-213.0pp |
| Employer contribution / active EE | $4,074 | $4,961-17.9% | $4,693-13.2% | $4,299-5.2% |
| Participant deferral / active EE | $7,247 | $8,310-12.8% | $7,997-9.4% | $6,507+11.4% |
| Admin fee / account holder | $156,273 | $14,846+952.6% | $13,435+1063.2% | $12,624+1137.9% |