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 | $221,871 | $201,272+10.2% | $184,203+20.4% | $145,922+52.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.40% | 29.00%-19.6pp | 28.81%-19.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,609 | $7,022-77.1% | $6,427-75.0% | $4,660-65.5% |
| Participant deferral / active EE | $4,244 | $9,806-56.7% | $9,131-53.5% | $6,688-36.5% |
| Admin fee / account holder | $165,557 | $16,364+911.7% | $13,901+1091.0% | $13,397+1135.8% |