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 | $219,996 | $126,519+73.9% | $106,201+107.2% | $145,959+50.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.95% | 225.10%-218.1pp | 116.26%-109.3pp | 561.95%-555.0pp |
| Employer contribution / active EE | $2,272 | $3,726-39.0% | $3,170-28.3% | $4,661-51.3% |
| Participant deferral / active EE | $5,357 | $5,716-6.3% | $5,012+6.9% | $6,689-19.9% |
| Admin fee / account holder | $18,074 | $17,312+4.4% | $11,039+63.7% | $13,398+34.9% |