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 | $228,298 | $148,534+53.7% | $135,903+68.0% | $139,434+63.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.91% | 79.19%-68.3pp | 68.23%-57.3pp | 372.94%-362.0pp |
| Employer contribution / active EE | $4,633 | $5,243-11.6% | $4,856-4.6% | $4,751-2.5% |
| Participant deferral / active EE | $17,049 | $8,100+110.5% | $7,758+119.8% | $6,710+154.1% |
| Admin fee / account holder | $2,589 | $12,400-79.1% | $10,762-75.9% | $11,403-77.3% |