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 | $207,137 | $179,726+15.3% | $156,263+32.6% | $142,382+45.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 9.44% | 77.86%-68.4pp | 59.47%-50.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $6,814 | $5,069+34.4% | $4,333+57.2% | $4,299+58.5% |
| Participant deferral / active EE | $8,811 | $6,956+26.7% | $6,158+43.1% | $6,507+35.4% |
| Admin fee / account holder | $2,933 | $17,272-83.0% | $14,255-79.4% | $12,624-76.8% |