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 | $207,375 | $175,202+18.4% | $149,673+38.6% | $139,434+48.7% |
| Participation rate | 91.3% | 83.4%+7.9pp | 78.8%+12.5pp | 80.3%+11.0pp |
| Annual return | 5.87% | 166.71%-160.8pp | 134.42%-128.5pp | 372.94%-367.1pp |
| Employer contribution / active EE | $9,397 | $5,474+71.7% | $4,818+95.0% | $4,751+97.8% |
| Participant deferral / active EE | $4,317 | $6,519-33.8% | $5,680-24.0% | $6,710-35.7% |
| Admin fee / account holder | $41,503 | $16,150+157.0% | $13,210+214.2% | $11,403+264.0% |