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 | $244,963 | $159,602+53.5% | $150,045+63.3% | $142,382+72.0% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.3%+0.3pp | 80.1%+2.5pp |
| Annual return | 12.06% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $8,696 | $4,961+75.3% | $4,693+85.3% | $4,299+102.3% |
| Participant deferral / active EE | $11,977 | $8,310+44.1% | $7,997+49.8% | $6,507+84.1% |
| Admin fee / account holder | $69,111 | $14,846+365.5% | $13,435+414.4% | $12,624+447.5% |