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 | $228,974 | $157,256+45.6% | $141,162+62.2% | $152,861+49.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 7.10% | 64.32%-57.2pp | 71.39%-64.3pp | 345.32%-338.2pp |
| Employer contribution / active EE | $3,562 | $5,261-32.3% | $4,735-24.8% | $4,762-25.2% |
| Participant deferral / active EE | $10,208 | $7,109+43.6% | $6,709+52.2% | $5,850+74.5% |
| Admin fee / account holder | $1,850 | $12,120-84.7% | $10,261-82.0% | $11,596-84.0% |