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 | $204,207 | $159,602+27.9% | $150,045+36.1% | $142,382+43.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.32% | 70.24%-66.9pp | 62.55%-59.2pp | 217.08%-213.8pp |
| Employer contribution / active EE | $11,648 | $4,961+134.8% | $4,693+148.2% | $4,299+170.9% |
| Participant deferral / active EE | $11,633 | $8,310+40.0% | $7,997+45.5% | $6,507+78.8% |
| Admin fee / account holder | $2,545 | $14,846-82.9% | $13,435-81.1% | $12,624-79.8% |