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 | $241,507 | $114,381+111.1% | $107,525+124.6% | $142,382+69.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 11.10% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,256 | $4,015-43.8% | $3,754-39.9% | $4,299-47.5% |
| Participant deferral / active EE | $9,810 | $5,564+76.3% | $5,116+91.8% | $6,507+50.8% |
| Admin fee / account holder | $10,290 | $9,860+4.4% | $8,919+15.4% | $12,624-18.5% |