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 | $220,632 | $117,841+87.2% | $102,423+115.4% | $145,922+51.2% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 6.45% | 31.65%-25.2pp | 29.32%-22.9pp | 561.29%-554.8pp |
| Employer contribution / active EE | $6,896 | $3,615+90.8% | $3,023+128.1% | $4,660+48.0% |
| Participant deferral / active EE | $9,066 | $5,731+58.2% | $5,053+79.4% | $6,688+35.6% |
| Admin fee / account holder | $59,002 | $13,326+342.8% | $9,451+524.3% | $13,397+340.4% |