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 | $224,950 | $176,056+27.8% | $159,436+41.1% | $167,490+34.3% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 6.57% | 331.75%-325.2pp | 263.57%-257.0pp | 478.56%-472.0pp |
| Employer contribution / active EE | $1,144 | $5,297-78.4% | $4,829-76.3% | $4,837-76.4% |
| Participant deferral / active EE | $14,518 | $7,750+87.3% | $7,352+97.5% | $6,341+128.9% |
| Admin fee / account holder | $34,268 | $12,554+173.0% | $10,799+217.3% | $12,309+178.4% |