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 | $230,302 | $183,519+25.5% | $155,509+48.1% | $145,922+57.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 4.89% | 61.17%-56.3pp | 64.67%-59.8pp | 561.29%-556.4pp |
| Employer contribution / active EE | $1,903 | $5,313-64.2% | $4,672-59.3% | $4,660-59.2% |
| Participant deferral / active EE | $1,903 | $6,462-70.6% | $5,626-66.2% | $6,688-71.5% |
| Admin fee / account holder | $1,233 | $19,313-93.6% | $15,912-92.3% | $13,397-90.8% |