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 | $247,701 | $159,602+55.2% | $150,045+65.1% | $142,382+74.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.79% | 70.24%-58.4pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $22,791 | $4,961+359.4% | $4,693+385.6% | $4,299+430.1% |
| Participant deferral / active EE | $13,025 | $8,310+56.7% | $7,997+62.9% | $6,507+100.2% |
| Admin fee / account holder | $25,421 | $14,846+71.2% | $13,435+89.2% | $12,624+101.4% |