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 | $240,089 | $118,680+102.3% | $98,907+142.7% | $158,922+51.1% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | -0.31% | 372.35%-372.7pp | 196.43%-196.7pp | 302.83%-303.1pp |
| Employer contribution / active EE | $5,480 | $3,333+64.4% | $2,689+103.8% | $4,761+15.1% |
| Participant deferral / active EE | $6,756 | $5,088+32.8% | $4,244+59.2% | $5,982+12.9% |
| Admin fee / account holder | $8,056 | $10,131-20.5% | $6,642+21.3% | $11,246-28.4% |