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 | $220,031 | $217,402+1.2% | $185,823+18.4% | $167,490+31.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.51% | 148.36%-139.8pp | 122.05%-113.5pp | 478.56%-470.0pp |
| Employer contribution / active EE | $3,083 | $5,873-47.5% | $5,167-40.3% | $4,837-36.3% |
| Participant deferral / active EE | $2,974 | $6,356-53.2% | $5,568-46.6% | $6,341-53.1% |
| Admin fee / account holder | $51,871 | $19,811+161.8% | $16,237+219.5% | $12,309+321.4% |