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 | $224,271 | $209,411+7.1% | $178,490+25.6% | $158,922+41.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.24% | 188.75%-183.5pp | 151.07%-145.8pp | 302.83%-297.6pp |
| Employer contribution / active EE | $3,317 | $5,706-41.9% | $5,011-33.8% | $4,761-30.3% |
| Participant deferral / active EE | $8,696 | $5,954+46.1% | $5,202+67.2% | $5,982+45.4% |
| Admin fee / account holder | $1,833 | $17,074-89.3% | $13,984-86.9% | $11,246-83.7% |