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 | $240,790 | $157,256+53.1% | $141,162+70.6% | $152,861+57.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.36% | 64.32%-51.0pp | 71.39%-58.0pp | 345.32%-332.0pp |
| Employer contribution / active EE | $4,125 | $5,261-21.6% | $4,735-12.9% | $4,762-13.4% |
| Participant deferral / active EE | $9,719 | $7,109+36.7% | $6,709+44.9% | $5,850+66.1% |
| Admin fee / account holder | $5,605 | $12,120-53.8% | $10,261-45.4% | $11,596-51.7% |