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 | $244,191 | $157,256+55.3% | $141,162+73.0% | $152,861+59.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 13.58% | 64.32%-50.7pp | 71.39%-57.8pp | 345.32%-331.7pp |
| Employer contribution / active EE | $14,927 | $5,261+183.7% | $4,735+215.2% | $4,762+213.4% |
| Participant deferral / active EE | $7,321 | $7,109+3.0% | $6,709+9.1% | $5,850+25.1% |
| Admin fee / account holder | $52,882 | $12,120+336.3% | $10,261+415.4% | $11,596+356.0% |