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 | $239,043 | $165,335+44.6% | $149,696+59.7% | $158,922+50.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.68% | 348.15%-340.5pp | 276.60%-268.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $3,847 | $5,103-24.6% | $4,644-17.2% | $4,761-19.2% |
| Participant deferral / active EE | $12,140 | $7,181+69.1% | $6,842+77.4% | $5,982+102.9% |
| Admin fee / account holder | $320,796 | $10,807+2868.5% | $9,309+3346.2% | $11,246+2752.6% |