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 | $231,757 | $148,534+56.0% | $135,903+70.5% | $139,434+66.2% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 9.42% | 79.19%-69.8pp | 68.23%-58.8pp | 372.94%-363.5pp |
| Employer contribution / active EE | $5,178 | $5,243-1.2% | $4,856+6.6% | $4,751+9.0% |
| Participant deferral / active EE | $8,197 | $8,100+1.2% | $7,758+5.7% | $6,710+22.2% |
| Admin fee / account holder | $78,788 | $12,400+535.4% | $10,762+632.1% | $11,403+591.0% |