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 | $241,563 | $176,056+37.2% | $159,436+51.5% | $167,490+44.2% |
| Participation rate | 73.3% | 84.9%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 9.76% | 331.75%-322.0pp | 263.57%-253.8pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,803 | $5,297-47.1% | $4,829-42.0% | $4,837-42.1% |
| Participant deferral / active EE | $4,149 | $7,750-46.5% | $7,352-43.6% | $6,341-34.6% |
| Admin fee / account holder | $60,188 | $12,554+379.4% | $10,799+457.4% | $12,309+389.0% |