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 | $248,230 | $74,888+231.5% | $71,209+248.6% | $142,382+74.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 9.56% | 345.14%-335.6pp | 282.51%-273.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,916 | $2,854-32.9% | $2,721-29.6% | $4,299-55.4% |
| Participant deferral / active EE | $7,980 | $4,454+79.1% | $4,175+91.1% | $6,507+22.6% |
| Admin fee / account holder | $51,629 | $5,568+827.2% | $5,349+865.2% | $12,624+309.0% |