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 | $205,033 | $159,901+28.2% | $146,958+39.5% | $145,922+40.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.32% | 98.13%-88.8pp | 418.34%-409.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,798 | $5,286-47.1% | $4,933-43.3% | $4,660-40.0% |
| Participant deferral / active EE | $12,729 | $8,428+51.0% | $8,070+57.7% | $6,688+90.3% |
| Admin fee / account holder | $115,776 | $15,044+669.6% | $12,998+790.7% | $13,397+764.2% |