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 | $220,600 | $198,466+11.2% | $170,442+29.4% | $147,584+49.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.99% | 257.29%-249.3pp | 205.93%-197.9pp | 578.55%-570.6pp |
| Employer contribution / active EE | $10,405 | $6,184+68.3% | $5,433+91.5% | $4,876+113.4% |
| Participant deferral / active EE | $7,072 | $5,629+25.6% | $4,939+43.2% | $5,439+30.0% |
| Admin fee / account holder | $3,591 | $16,852-78.7% | $13,880-74.1% | $10,885-67.0% |