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 | $241,074 | $89,753+168.6% | $107,525+124.2% | $84,808+184.3% |
| Participation rate | 94.1% | 68.1%+26.1pp | 75.1%+19.0pp | 68.3%+25.8pp |
| Annual return | 6.34% | 29.48%-23.1pp | 181.32%-175.0pp | 40.90%-34.6pp |
| Employer contribution / active EE | $5,874 | $3,113+88.7% | $3,754+56.5% | $2,631+123.3% |
| Participant deferral / active EE | $8,088 | $4,056+99.4% | $5,116+58.1% | $4,212+92.0% |
| Admin fee / account holder | $15,546 | $7,222+115.3% | $8,919+74.3% | $7,344+111.7% |