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 | $218,321 | $159,602+36.8% | $150,045+45.5% | $142,382+53.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 6.38% | 70.24%-63.9pp | 62.55%-56.2pp | 217.08%-210.7pp |
| Employer contribution / active EE | $9,353 | $4,961+88.5% | $4,693+99.3% | $4,299+117.5% |
| Participant deferral / active EE | $14,620 | $8,310+75.9% | $7,997+82.8% | $6,507+124.7% |
| Admin fee / account holder | $48,397 | $14,846+226.0% | $13,435+260.2% | $12,624+283.4% |