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 | $205,503 | $124,185+65.5% | $108,410+89.6% | $167,490+22.7% |
| Participation rate | 73.7% | 82.3%-8.6pp | 80.1%-6.4pp | 82.1%-8.4pp |
| Annual return | 8.87% | 1379.64%-1370.8pp | 905.27%-896.4pp | 478.56%-469.7pp |
| Employer contribution / active EE | $4,585 | $4,187+9.5% | $3,558+28.8% | $4,837-5.2% |
| Participant deferral / active EE | $10,057 | $6,908+45.6% | $6,563+53.2% | $6,341+58.6% |
| Admin fee / account holder | $145,668 | $9,455+1440.7% | $7,295+1896.8% | $12,309+1083.4% |