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 | $240,904 | $157,256+53.2% | $141,162+70.7% | $152,861+57.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.16% | 64.32%-59.2pp | 71.39%-66.2pp | 345.32%-340.2pp |
| Employer contribution / active EE | $7,216 | $5,261+37.2% | $4,735+52.4% | $4,762+51.5% |
| Participant deferral / active EE | $7,440 | $7,109+4.7% | $6,709+10.9% | $5,850+27.2% |
| Admin fee / account holder | $10,493 | $12,120-13.4% | $10,261+2.3% | $11,596-9.5% |