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 | $213,906 | $157,256+36.0% | $141,162+51.5% | $152,861+39.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.15% | 64.32%-50.2pp | 71.39%-57.2pp | 345.32%-331.2pp |
| Employer contribution / active EE | $3,987 | $5,261-24.2% | $4,735-15.8% | $4,762-16.3% |
| Participant deferral / active EE | $6,613 | $7,109-7.0% | $6,709-1.4% | $5,850+13.0% |
| Admin fee / account holder | $106,635 | $12,120+779.8% | $10,261+939.2% | $11,596+819.5% |