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 | $242,632 | $179,726+35.0% | $156,263+55.3% | $142,382+70.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.55% | 77.86%-73.3pp | 59.47%-54.9pp | 217.08%-212.5pp |
| Employer contribution / active EE | $13,478 | $5,069+165.9% | $4,333+211.0% | $4,299+213.5% |
| Participant deferral / active EE | $4,125 | $6,956-40.7% | $6,158-33.0% | $6,507-36.6% |
| Admin fee / account holder | $19,775 | $17,272+14.5% | $14,255+38.7% | $12,624+56.6% |