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 | $225,092 | $165,335+36.1% | $149,696+50.4% | $158,922+41.6% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | -1.16% | 348.15%-349.3pp | 276.60%-277.8pp | 302.83%-304.0pp |
| Employer contribution / active EE | $7,814 | $5,103+53.1% | $4,644+68.3% | $4,761+64.1% |
| Participant deferral / active EE | $8,270 | $7,181+15.2% | $6,842+20.9% | $5,982+38.2% |
| Admin fee / account holder | $41,010 | $10,807+279.5% | $9,309+340.6% | $11,246+264.7% |