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 | $192,495 | $157,256+22.4% | $141,162+36.4% | $152,861+25.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.16% | 64.32%-62.2pp | 71.39%-69.2pp | 345.32%-343.2pp |
| Employer contribution / active EE | $6,450 | $5,261+22.6% | $4,735+36.2% | $4,762+35.4% |
| Participant deferral / active EE | $15,900 | $7,109+123.6% | $6,709+137.0% | $5,850+171.8% |
| Admin fee / account holder | $22,878 | $12,120+88.8% | $10,261+123.0% | $11,596+97.3% |