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 | $217,922 | $179,726+21.3% | $156,263+39.5% | $142,382+53.1% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 9.38% | 77.86%-68.5pp | 59.47%-50.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $10,933 | $5,069+115.7% | $4,333+152.3% | $4,299+154.3% |
| Participant deferral / active EE | $7,983 | $6,956+14.8% | $6,158+29.6% | $6,507+22.7% |
| Admin fee / account holder | $98,351 | $17,272+469.4% | $14,255+590.0% | $12,624+679.1% |