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 | $243,171 | $209,411+16.1% | $178,490+36.2% | $158,922+53.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.38% | 188.75%-185.4pp | 151.07%-147.7pp | 302.83%-299.4pp |
| Employer contribution / active EE | $7,411 | $5,706+29.9% | $5,011+47.9% | $4,761+55.7% |
| Participant deferral / active EE | $9,560 | $5,954+60.6% | $5,202+83.8% | $5,982+59.8% |
| Admin fee / account holder | $14,768 | $17,074-13.5% | $13,984+5.6% | $11,246+31.3% |