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 | $234,462 | $185,822+26.2% | $169,993+37.9% | $139,434+68.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.51% | 60.50%-60.0pp | 53.37%-52.9pp | 372.94%-372.4pp |
| Employer contribution / active EE | $10,712 | $7,590+41.1% | $6,785+57.9% | $4,751+125.5% |
| Participant deferral / active EE | $5,851 | $11,622-49.7% | $10,408-43.8% | $6,710-12.8% |
| Admin fee / account holder | $14,224 | $15,381-7.5% | $12,815+11.0% | $11,403+24.7% |