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 | $246,410 | $177,572+38.8% | $154,803+59.2% | $142,382+73.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.15% | 65.07%-55.9pp | 58.88%-49.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $15,259 | $4,810+217.2% | $4,305+254.4% | $4,299+254.9% |
| Participant deferral / active EE | $9,691 | $6,272+54.5% | $5,540+74.9% | $6,507+48.9% |
| Admin fee / account holder | $4,292 | $16,786-74.4% | $14,329-70.0% | $12,624-66.0% |