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 | $239,804 | $137,414+74.5% | $189,513+26.5% | $85,850+179.3% |
| Participation rate | 89.7% | 84.6%+5.0pp | 87.8%+1.8pp | 69.3%+20.3pp |
| Annual return | 10.65% | 38.14%-27.5pp | 555.15%-544.5pp | 318.53%-307.9pp |
| Employer contribution / active EE | $4,251 | $4,344-2.1% | $6,162-31.0% | $2,565+65.7% |
| Participant deferral / active EE | $10,273 | $6,260+64.1% | $8,221+25.0% | $3,952+160.0% |
| Admin fee / account holder | $1,390 | $8,630-83.9% | $12,045-88.5% | $6,260-77.8% |