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 | $194,818 | $157,256+23.9% | $141,162+38.0% | $152,861+27.4% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 13.30% | 64.32%-51.0pp | 71.39%-58.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $10,100 | $5,261+92.0% | $4,735+113.3% | $4,762+112.1% |
| Participant deferral / active EE | $4,929 | $7,109-30.7% | $6,709-26.5% | $5,850-15.7% |
| Admin fee / account holder | $4,687 | $12,120-61.3% | $10,261-54.3% | $11,596-59.6% |