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 | $243,588 | $198,466+22.7% | $170,442+42.9% | $147,584+65.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 8.12% | 257.29%-249.2pp | 205.93%-197.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $3,050 | $6,184-50.7% | $5,433-43.9% | $4,876-37.5% |
| Participant deferral / active EE | $10,953 | $5,629+94.6% | $4,939+121.8% | $5,439+101.4% |
| Admin fee / account holder | $1,386 | $16,852-91.8% | $13,880-90.0% | $10,885-87.3% |