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 4-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 | $228,058 | $159,602+42.9% | $150,045+52.0% | $142,382+60.2% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 5.99% | 70.24%-64.2pp | 62.55%-56.6pp | 217.08%-211.1pp |
| Employer contribution / active EE | $6,247 | $4,961+25.9% | $4,693+33.1% | $4,299+45.3% |
| Participant deferral / active EE | $3,243 | $8,310-61.0% | $7,997-59.5% | $6,507-50.2% |
| Admin fee / account holder | $31,490 | $14,846+112.1% | $13,435+134.4% | $12,624+149.4% |