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 | $239,509 | $217,402+10.2% | $185,823+28.9% | $167,490+43.0% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 6.31% | 148.36%-142.1pp | 122.05%-115.7pp | 478.56%-472.3pp |
| Employer contribution / active EE | $6,264 | $5,873+6.7% | $5,167+21.2% | $4,837+29.5% |
| Participant deferral / active EE | $4,135 | $6,356-34.9% | $5,568-25.7% | $6,341-34.8% |
| Admin fee / account holder | $252,495 | $19,811+1174.5% | $16,237+1455.0% | $12,309+1951.3% |