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 | $173,947 | $144,119+20.7% | $117,854+47.6% | $147,584+17.9% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 7.95% | 531.15%-523.2pp | 335.08%-327.1pp | 578.55%-570.6pp |
| Employer contribution / active EE | $3,289 | $4,896-32.8% | $3,786-13.1% | $4,876-32.6% |
| Participant deferral / active EE | $4,683 | $5,316-11.9% | $4,482+4.5% | $5,439-13.9% |
| Admin fee / account holder | $11,455 | $10,886+5.2% | $8,020+42.8% | $10,885+5.2% |