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 | $234,843 | $198,466+18.3% | $170,442+37.8% | $147,584+59.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.13% | 257.29%-250.2pp | 205.93%-198.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $1,767 | $6,184-71.4% | $5,433-67.5% | $4,876-63.8% |
| Participant deferral / active EE | $3,129 | $5,629-44.4% | $4,939-36.7% | $5,439-42.5% |
| Admin fee / account holder | $17,493 | $16,852+3.8% | $13,880+26.0% | $10,885+60.7% |