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 | $240,252 | $159,602+50.5% | $150,045+60.1% | $142,382+68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.84% | 70.24%-58.4pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,130 | $4,961-57.1% | $4,693-54.6% | $4,299-50.5% |
| Participant deferral / active EE | $4,380 | $8,310-47.3% | $7,997-45.2% | $6,507-32.7% |
| Admin fee / account holder | $17,543 | $14,846+18.2% | $13,435+30.6% | $12,624+39.0% |