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 | $234,157 | $148,534+57.6% | $135,903+72.3% | $139,434+67.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.82% | 79.19%-67.4pp | 68.23%-56.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $8,676 | $5,243+65.5% | $4,856+78.7% | $4,751+82.6% |
| Participant deferral / active EE | $3,970 | $8,100-51.0% | $7,758-48.8% | $6,710-40.8% |
| Admin fee / account holder | $5,436 | $12,400-56.2% | $10,762-49.5% | $11,403-52.3% |