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 | $226,587 | $165,335+37.0% | $149,696+51.4% | $158,922+42.6% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 5.61% | 348.15%-342.5pp | 276.60%-271.0pp | 302.83%-297.2pp |
| Employer contribution / active EE | $4,101 | $5,103-19.6% | $4,644-11.7% | $4,761-13.9% |
| Participant deferral / active EE | $7,788 | $7,181+8.5% | $6,842+13.8% | $5,982+30.2% |
| Admin fee / account holder | $1,304 | $10,807-87.9% | $9,309-86.0% | $11,246-88.4% |