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 | $217,807 | $117,983+84.6% | $101,794+114.0% | $142,382+53.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 8.53% | 36.92%-28.4pp | 30.53%-22.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $4,112 | $2,773+48.3% | $2,289+79.6% | $4,299-4.4% |
| Participant deferral / active EE | $10,812 | $4,714+129.4% | $4,084+164.7% | $6,507+66.2% |
| Admin fee / account holder | $2,706 | $10,433-74.1% | $8,777-69.2% | $12,624-78.6% |