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 | $183,519+35.7% | $155,509+60.2% | $145,922+70.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.63% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.7pp |
| Employer contribution / active EE | $6,233 | $5,313+17.3% | $4,672+33.4% | $4,660+33.8% |
| Participant deferral / active EE | $4,182 | $6,462-35.3% | $5,626-25.7% | $6,688-37.5% |
| Admin fee / account holder | $1,238 | $19,313-93.6% | $15,912-92.2% | $13,397-90.8% |