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 | $248,748 | $148,534+67.5% | $135,903+83.0% | $139,434+78.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.13% | 79.19%-75.1pp | 68.23%-64.1pp | 372.94%-368.8pp |
| Employer contribution / active EE | $6,819 | $5,243+30.1% | $4,856+40.4% | $4,751+43.5% |
| Participant deferral / active EE | $10,650 | $8,100+31.5% | $7,758+37.3% | $6,710+58.7% |
| Admin fee / account holder | $3,286 | $12,400-73.5% | $10,762-69.5% | $11,403-71.2% |