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 | $215,922 | $157,256+37.3% | $141,162+53.0% | $152,861+41.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 13.65% | 64.32%-50.7pp | 71.39%-57.7pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,756 | $5,261-66.6% | $4,735-62.9% | $4,762-63.1% |
| Participant deferral / active EE | $8,938 | $7,109+25.7% | $6,709+33.2% | $5,850+52.8% |
| Admin fee / account holder | $52,702 | $12,120+334.8% | $10,261+413.6% | $11,596+354.5% |