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 | $235,136 | $171,865+36.8% | $149,718+57.1% | $147,584+59.3% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.3pp | 82.8%-1.0pp |
| Annual return | 8.98% | 2113.22%-2104.2pp | 1501.63%-1492.6pp | 578.55%-569.6pp |
| Employer contribution / active EE | $2,339 | $6,275-62.7% | $5,445-57.0% | $4,876-52.0% |
| Participant deferral / active EE | $4,644 | $7,271-36.1% | $6,569-29.3% | $5,439-14.6% |
| Admin fee / account holder | $23,233 | $13,799+68.4% | $11,283+105.9% | $10,885+113.4% |