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 | $206,290 | $177,572+16.2% | $154,803+33.3% | $142,382+44.9% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 9.23% | 65.07%-55.8pp | 58.88%-49.7pp | 217.08%-207.8pp |
| Employer contribution / active EE | $3,864 | $4,810-19.7% | $4,305-10.3% | $4,299-10.1% |
| Participant deferral / active EE | $6,203 | $6,272-1.1% | $5,540+12.0% | $6,507-4.7% |
| Admin fee / account holder | $1,948 | $16,786-88.4% | $14,329-86.4% | $12,624-84.6% |