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 | $240,013 | $165,335+45.2% | $149,696+60.3% | $158,922+51.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.56% | 348.15%-341.6pp | 276.60%-270.0pp | 302.83%-296.3pp |
| Employer contribution / active EE | $3,367 | $5,103-34.0% | $4,644-27.5% | $4,761-29.3% |
| Participant deferral / active EE | $8,311 | $7,181+15.7% | $6,842+21.5% | $5,982+38.9% |
| Admin fee / account holder | $46,974 | $10,807+334.7% | $9,309+404.6% | $11,246+317.7% |