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 | $248,257 | $165,984+49.6% | $164,813+50.6% | $145,922+70.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 7.16% | 100.03%-92.9pp | 69.93%-62.8pp | 561.29%-554.1pp |
| Employer contribution / active EE | $3,367 | $5,273-36.1% | $4,341-22.4% | $4,660-27.7% |
| Participant deferral / active EE | $4,483 | $6,959-35.6% | $6,031-25.7% | $6,688-33.0% |
| Admin fee / account holder | $204,556 | $16,648+1128.7% | $12,690+1512.0% | $13,397+1426.9% |