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 | $179,035 | $154,228+16.1% | $145,433+23.1% | $137,256+30.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.35% | 74.59%-66.2pp | 66.58%-58.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $5,132 | $4,804+6.8% | $4,554+12.7% | $4,156+23.5% |
| Participant deferral / active EE | $16,063 | $8,216+95.5% | $7,897+103.4% | $6,407+150.7% |
| Admin fee / account holder | $48,508 | $14,344+238.2% | $13,129+269.5% | $12,270+295.3% |