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 | $195,237 | $159,602+22.3% | $150,045+30.1% | $142,382+37.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.38% | 70.24%-66.9pp | 62.55%-59.2pp | 217.08%-213.7pp |
| Employer contribution / active EE | $9,144 | $4,961+84.3% | $4,693+94.8% | $4,299+112.7% |
| Participant deferral / active EE | $8,826 | $8,310+6.2% | $7,997+10.4% | $6,507+35.6% |
| Admin fee / account holder | $484,549 | $14,846+3163.7% | $13,435+3506.7% | $12,624+3738.4% |