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 | $228,779 | $165,335+38.4% | $149,696+52.8% | $158,922+44.0% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 5.80% | 348.15%-342.4pp | 276.60%-270.8pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,187 | $5,103-76.7% | $4,644-74.4% | $4,761-75.1% |
| Participant deferral / active EE | $11,873 | $7,181+65.3% | $6,842+73.5% | $5,982+98.5% |
| Admin fee / account holder | $7,961 | $10,807-26.3% | $9,309-14.5% | $11,246-29.2% |