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 | $202,293 | $154,228+31.2% | $145,433+39.1% | $137,256+47.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 11.86% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,074 | $4,804-36.0% | $4,554-32.5% | $4,156-26.0% |
| Participant deferral / active EE | $4,504 | $8,216-45.2% | $7,897-43.0% | $6,407-29.7% |
| Admin fee / account holder | $129,625 | $14,344+803.7% | $13,129+887.3% | $12,270+956.4% |