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 | $249,639 | $165,335+51.0% | $149,696+66.8% | $158,922+57.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.16% | 348.15%-344.0pp | 276.60%-272.4pp | 302.83%-298.7pp |
| Employer contribution / active EE | $2,751 | $5,103-46.1% | $4,644-40.8% | $4,761-42.2% |
| Participant deferral / active EE | $3,074 | $7,181-57.2% | $6,842-55.1% | $5,982-48.6% |
| Admin fee / account holder | $21,551 | $10,807+99.4% | $9,309+131.5% | $11,246+91.6% |