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 | $241,100 | $159,901+50.8% | $146,958+64.1% | $145,922+65.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 6.37% | 98.13%-91.8pp | 418.34%-412.0pp | 561.29%-554.9pp |
| Employer contribution / active EE | $5,918 | $5,286+11.9% | $4,933+20.0% | $4,660+27.0% |
| Participant deferral / active EE | $6,689 | $8,428-20.6% | $8,070-17.1% | $6,6880% |
| Admin fee / account holder | $301 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |