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 | $240,807 | $181,894+32.4% | $156,549+53.8% | $273,961-12.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.61% | 30.74%-31.4pp | 32.23%-32.8pp | 41.45%-42.1pp |
| Employer contribution / active EE | $2,751 | $6,248-56.0% | $5,501-50.0% | $4,869-43.5% |
| Participant deferral / active EE | $9,143 | $5,550+64.7% | $4,871+87.7% | $5,287+72.9% |
| Admin fee / account holder | $1,549 | $15,559-90.0% | $13,027-88.1% | $10,132-84.7% |