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 | $206,044 | $157,256+31.0% | $141,162+46.0% | $152,861+34.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.82% | 64.32%-56.5pp | 71.39%-63.6pp | 345.32%-337.5pp |
| Employer contribution / active EE | $3,142 | $5,261-40.3% | $4,735-33.6% | $4,762-34.0% |
| Participant deferral / active EE | $6,975 | $7,109-1.9% | $6,709+4.0% | $5,850+19.2% |
| Admin fee / account holder | $8,997 | $12,120-25.8% | $10,261-12.3% | $11,596-22.4% |