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 | $245,021 | $214,378+14.3% | $200,582+22.2% | $142,382+72.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.70% | 46.41%-44.7pp | 42.33%-40.6pp | 217.08%-215.4pp |
| Employer contribution / active EE | $6,109 | $6,841-10.7% | $6,419-4.8% | $4,299+42.1% |
| Participant deferral / active EE | $11,997 | $9,865+21.6% | $9,331+28.6% | $6,507+84.4% |
| Admin fee / account holder | $438,907 | $17,692+2380.8% | $16,305+2591.9% | $12,624+3376.8% |