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 | $220,765 | $159,602+38.3% | $150,045+47.1% | $142,382+55.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 7.88% | 70.24%-62.4pp | 62.55%-54.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $5,323 | $4,961+7.3% | $4,693+13.4% | $4,299+23.8% |
| Participant deferral / active EE | $11,795 | $8,310+41.9% | $7,997+47.5% | $6,507+81.3% |
| Admin fee / account holder | $171,745 | $14,846+1056.8% | $13,435+1178.4% | $12,624+1260.5% |