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 | $237,482 | $148,534+59.9% | $135,903+74.7% | $139,434+70.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 8.40% | 79.19%-70.8pp | 68.23%-59.8pp | 372.94%-364.5pp |
| Employer contribution / active EE | $12,720 | $5,243+142.6% | $4,856+161.9% | $4,751+167.7% |
| Participant deferral / active EE | $6,689 | $8,100-17.4% | $7,758-13.8% | $6,710-0.3% |
| Admin fee / account holder | $1,407 | $12,400-88.7% | $10,762-86.9% | $11,403-87.7% |