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 | $244,856 | $175,202+39.8% | $149,673+63.6% | $139,434+75.6% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 9.86% | 166.71%-156.8pp | 134.42%-124.6pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,351 | $5,474-57.1% | $4,818-51.2% | $4,751-50.5% |
| Participant deferral / active EE | $9,713 | $6,519+49.0% | $5,680+71.0% | $6,710+44.8% |
| Admin fee / account holder | $81,733 | $16,150+406.1% | $13,210+518.7% | $11,403+616.8% |