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 | $249,074 | $157,256+58.4% | $141,162+76.4% | $152,861+62.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.80% | 64.32%-62.5pp | 71.39%-69.6pp | 345.32%-343.5pp |
| Employer contribution / active EE | $1,714 | $5,261-67.4% | $4,735-63.8% | $4,762-64.0% |
| Participant deferral / active EE | $4,510 | $7,109-36.6% | $6,709-32.8% | $5,850-22.9% |
| Admin fee / account holder | $1,867 | $12,120-84.6% | $10,261-81.8% | $11,596-83.9% |