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 | $235,746 | $202,432+16.5% | $169,368+39.2% | $139,434+69.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.04% | 531.74%-526.7pp | 405.60%-400.6pp | 372.94%-367.9pp |
| Employer contribution / active EE | $1,668 | $4,692-64.4% | $4,013-58.4% | $4,751-64.9% |
| Participant deferral / active EE | $12,114 | $6,938+74.6% | $6,221+94.7% | $6,710+80.5% |
| Admin fee / account holder | $26,884 | $10,708+151.1% | $9,003+198.6% | $11,403+135.8% |