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 | $241,950 | $214,378+12.9% | $200,582+20.6% | $142,382+69.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.57% | 46.41%-39.8pp | 42.33%-35.8pp | 217.08%-210.5pp |
| Employer contribution / active EE | $7,222 | $6,841+5.6% | $6,419+12.5% | $4,299+68.0% |
| Participant deferral / active EE | $6,213 | $9,865-37.0% | $9,331-33.4% | $6,507-4.5% |
| Admin fee / account holder | $1,164 | $17,692-93.4% | $16,305-92.9% | $12,624-90.8% |