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 | $218,317 | $148,534+47.0% | $135,903+60.6% | $139,434+56.6% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 11.81% | 79.19%-67.4pp | 68.23%-56.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $8,104 | $5,243+54.6% | $4,856+66.9% | $4,751+70.6% |
| Participant deferral / active EE | $11,019 | $8,100+36.0% | $7,758+42.0% | $6,710+64.2% |
| Admin fee / account holder | $102,317 | $12,400+725.2% | $10,762+850.7% | $11,403+797.3% |