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 | $224,619 | $148,534+51.2% | $135,903+65.3% | $139,434+61.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.10% | 79.19%-71.1pp | 68.23%-60.1pp | 372.94%-364.8pp |
| Employer contribution / active EE | $4,303 | $5,243-17.9% | $4,856-11.4% | $4,751-9.4% |
| Participant deferral / active EE | $10,931 | $8,100+34.9% | $7,758+40.9% | $6,710+62.9% |
| Admin fee / account holder | $15,820 | $12,400+27.6% | $10,762+47.0% | $11,403+38.7% |