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 | $219,334 | $135,952+61.3% | $123,892+77.0% | $273,961-19.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 3.13% | 56.63%-53.5pp | 47.52%-44.4pp | 41.45%-38.3pp |
| Employer contribution / active EE | $6,757 | $5,170+30.7% | $4,617+46.4% | $4,869+38.8% |
| Participant deferral / active EE | $9,172 | $6,343+44.6% | $5,984+53.3% | $5,287+73.5% |
| Admin fee / account holder | $5,671 | $9,817-42.2% | $8,357-32.1% | $10,132-44.0% |