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 | $126,574+73.8% | $106,213+107.1% | $145,922+50.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.95% | 224.79%-217.8pp | 116.14%-109.2pp | 561.29%-554.3pp |
| Employer contribution / active EE | $2,272 | $3,730-39.1% | $3,171-28.4% | $4,660-51.2% |
| Participant deferral / active EE | $5,357 | $5,724-6.4% | $5,016+6.8% | $6,688-19.9% |
| Admin fee / account holder | $18,074 | $17,304+4.5% | $11,033+63.8% | $13,397+34.9% |