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 | $229,411 | $217,402+5.5% | $185,823+23.5% | $167,490+37.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.04% | 148.36%-144.3pp | 122.05%-118.0pp | 478.56%-474.5pp |
| Employer contribution / active EE | $2,649 | $5,873-54.9% | $5,167-48.7% | $4,837-45.2% |
| Participant deferral / active EE | $8,422 | $6,356+32.5% | $5,568+51.3% | $6,341+32.8% |
| Admin fee / account holder | $8,642 | $19,811-56.4% | $16,237-46.8% | $12,309-29.8% |