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 | $237,243 | $160,055+48.2% | $140,016+69.4% | $135,375+75.2% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -10.91% | 911.38%-922.3pp | 651.12%-662.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $5,236 | $6,420-18.5% | $5,606-6.6% | $4,779+9.6% |
| Participant deferral / active EE | $12,985 | $7,642+69.9% | $6,927+87.4% | $5,609+131.5% |
| Admin fee / account holder | $44,065 | $13,328+230.6% | $10,705+311.6% | $10,827+307.0% |