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 | $234,165 | $165,335+41.6% | $149,696+56.4% | $158,922+47.3% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | -3.54% | 348.15%-351.7pp | 276.60%-280.1pp | 302.83%-306.4pp |
| Employer contribution / active EE | $4,050 | $5,103-20.6% | $4,644-12.8% | $4,761-14.9% |
| Participant deferral / active EE | $13,547 | $7,181+88.6% | $6,842+98.0% | $5,982+126.5% |
| Admin fee / account holder | $9,489 | $10,807-12.2% | $9,309+1.9% | $11,246-15.6% |