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 | $232,263 | $198,466+17.0% | $170,442+36.3% | $147,584+57.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.53% | 257.29%-249.8pp | 205.93%-198.4pp | 578.55%-571.0pp |
| Employer contribution / active EE | $10,945 | $6,184+77.0% | $5,433+101.5% | $4,876+124.4% |
| Participant deferral / active EE | $4,623 | $5,629-17.9% | $4,939-6.4% | $5,439-15.0% |
| Admin fee / account holder | $147,904 | $16,852+777.7% | $13,880+965.6% | $10,885+1258.8% |