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 | $215,226 | $176,812+21.7% | $146,665+46.7% | $167,490+28.5% |
| Participation rate | 91.3% | 83.6%+7.7pp | 80.1%+11.2pp | 82.1%+9.2pp |
| Annual return | 8.71% | 24.03%-15.3pp | 22.74%-14.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $7,073 | $5,160+37.1% | $4,136+71.0% | $4,837+46.2% |
| Participant deferral / active EE | $7,159 | $6,440+11.2% | $5,506+30.0% | $6,341+12.9% |
| Admin fee / account holder | $60,351 | $13,259+355.2% | $10,280+487.1% | $12,309+390.3% |