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 | $201,889 | $159,602+26.5% | $150,045+34.6% | $142,382+41.8% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.3%-8.6pp | 80.1%-6.4pp |
| Annual return | 7.10% | 70.24%-63.1pp | 62.55%-55.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $14,204 | $4,961+186.3% | $4,693+202.7% | $4,299+230.4% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $8,470 | $14,846-43.0% | $13,435-37.0% | $12,624-32.9% |