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 | $238,997 | $159,901+49.5% | $146,958+62.6% | $145,922+63.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 8.98% | 98.13%-89.1pp | 418.34%-409.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $5,878 | $5,286+11.2% | $4,933+19.2% | $4,660+26.1% |
| Participant deferral / active EE | $9,488 | $8,428+12.6% | $8,070+17.6% | $6,688+41.9% |
| Admin fee / account holder | $124,100 | $15,044+724.9% | $12,998+854.8% | $13,397+826.3% |