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 | $241,630 | $165,335+46.1% | $149,696+61.4% | $158,922+52.0% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 4.62% | 348.15%-343.5pp | 276.60%-272.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $4,017 | $5,103-21.3% | $4,644-13.5% | $4,761-15.6% |
| Participant deferral / active EE | $5,793 | $7,181-19.3% | $6,842-15.3% | $5,982-3.2% |
| Admin fee / account holder | $11,170 | $10,807+3.4% | $9,309+20.0% | $11,246-0.7% |