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 | $237,029 | $159,901+48.2% | $146,958+61.3% | $145,922+62.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 9.01% | 98.13%-89.1pp | 418.34%-409.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $4,831 | $5,286-8.6% | $4,933-2.1% | $4,660+3.7% |
| Participant deferral / active EE | $10,679 | $8,428+26.7% | $8,070+32.3% | $6,688+59.7% |
| Admin fee / account holder | $340,762 | $15,044+2165.1% | $12,998+2521.6% | $13,397+2443.6% |