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 | $240,938 | $157,256+53.2% | $141,162+70.7% | $152,861+57.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 6.93% | 64.32%-57.4pp | 71.39%-64.5pp | 345.32%-338.4pp |
| Employer contribution / active EE | $12,908 | $5,261+145.4% | $4,735+172.6% | $4,762+171.1% |
| Participant deferral / active EE | $10,611 | $7,109+49.3% | $6,709+58.2% | $5,850+81.4% |
| Admin fee / account holder | $4,136 | $12,120-65.9% | $10,261-59.7% | $11,596-64.3% |