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 | $235,899 | $177,572+32.8% | $154,803+52.4% | $142,382+65.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.20% | 65.07%-56.9pp | 58.88%-50.7pp | 217.08%-208.9pp |
| Employer contribution / active EE | $9,049 | $4,810+88.1% | $4,305+110.2% | $4,299+110.5% |
| Participant deferral / active EE | $5,086 | $6,272-18.9% | $5,540-8.2% | $6,507-21.8% |
| Admin fee / account holder | $71,229 | $16,786+324.3% | $14,329+397.1% | $12,624+464.2% |