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 | $227,247 | $177,572+28.0% | $154,803+46.8% | $142,382+59.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | -3.59% | 65.07%-68.7pp | 58.88%-62.5pp | 217.08%-220.7pp |
| Employer contribution / active EE | $1,809 | $4,810-62.4% | $4,305-58.0% | $4,299-57.9% |
| Participant deferral / active EE | $14,082 | $6,272+124.5% | $5,540+154.2% | $6,507+116.4% |
| Admin fee / account holder | $30,772 | $16,786+83.3% | $14,329+114.8% | $12,624+143.8% |