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 | $223,210 | $165,984+34.5% | $164,813+35.4% | $145,922+53.0% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.2pp |
| Annual return | 6.02% | 100.03%-94.0pp | 69.93%-63.9pp | 561.29%-555.3pp |
| Employer contribution / active EE | $3,045 | $5,273-42.2% | $4,341-29.8% | $4,660-34.6% |
| Participant deferral / active EE | $9,479 | $6,959+36.2% | $6,031+57.2% | $6,688+41.7% |
| Admin fee / account holder | $223,597 | $16,648+1243.1% | $12,690+1662.0% | $13,397+1569.0% |