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 3-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 | $221,841 | $148,534+49.4% | $135,903+63.2% | $139,434+59.1% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 2.41% | 79.19%-76.8pp | 68.23%-65.8pp | 372.94%-370.5pp |
| Employer contribution / active EE | $1,982 | $5,243-62.2% | $4,856-59.2% | $4,751-58.3% |
| Participant deferral / active EE | $14,785 | $8,100+82.5% | $7,758+90.6% | $6,710+120.3% |
| Admin fee / account holder | $63,159 | $12,400+409.4% | $10,762+486.9% | $11,403+453.9% |