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 | $233,903 | $165,335+41.5% | $149,696+56.3% | $158,922+47.2% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 8.12% | 348.15%-340.0pp | 276.60%-268.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,607 | $5,103-48.9% | $4,644-43.9% | $4,761-45.2% |
| Participant deferral / active EE | $7,010 | $7,181-2.4% | $6,842+2.5% | $5,982+17.2% |
| Admin fee / account holder | $19,763 | $10,807+82.9% | $9,309+112.3% | $11,246+75.7% |