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 | $231,641 | $209,336+10.7% | $197,124+17.5% | $137,256+68.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.63% | 48.09%-38.5pp | 44.34%-34.7pp | 220.34%-210.7pp |
| Employer contribution / active EE | $6,153 | $6,591-6.6% | $6,227-1.2% | $4,156+48.0% |
| Participant deferral / active EE | $8,634 | $9,614-10.2% | $9,135-5.5% | $6,407+34.8% |
| Admin fee / account holder | $1,328 | $17,308-92.3% | $16,298-91.9% | $12,270-89.2% |