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 | $234,290 | $159,901+46.5% | $146,958+59.4% | $145,922+60.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 8.04% | 98.13%-90.1pp | 418.34%-410.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,997 | $5,286-43.3% | $4,933-39.2% | $4,660-35.7% |
| Participant deferral / active EE | $13,108 | $8,428+55.5% | $8,070+62.4% | $6,688+96.0% |
| Admin fee / account holder | $198,476 | $15,044+1219.3% | $12,998+1427.0% | $13,397+1381.5% |