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 | $240,099 | $93,571+156.6% | $135,903+76.7% | $75,163+219.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.63% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,247 | $3,537-36.5% | $4,856-53.7% | $2,670-15.8% |
| Participant deferral / active EE | $9,244 | $6,404+44.3% | $7,758+19.2% | $4,125+124.1% |
| Admin fee / account holder | $7,365 | $6,975+5.6% | $10,762-31.6% | $5,651+30.3% |