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 | $248,517 | $148,534+67.3% | $135,903+82.9% | $139,434+78.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 6.68% | 79.19%-72.5pp | 68.23%-61.6pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,309 | $5,243-56.0% | $4,856-52.4% | $4,751-51.4% |
| Participant deferral / active EE | $9,238 | $8,100+14.0% | $7,758+19.1% | $6,710+37.7% |
| Admin fee / account holder | $313,609 | $12,400+2429.2% | $10,762+2814.0% | $11,403+2650.4% |