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 | $222,891 | $165,335+34.8% | $149,696+48.9% | $158,922+40.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.47% | 348.15%-341.7pp | 276.60%-270.1pp | 302.83%-296.4pp |
| Employer contribution / active EE | $7,936 | $5,103+55.5% | $4,644+70.9% | $4,761+66.7% |
| Participant deferral / active EE | $8,541 | $7,181+18.9% | $6,842+24.8% | $5,982+42.8% |
| Admin fee / account holder | $18,736 | $10,807+73.4% | $9,309+101.3% | $11,246+66.6% |