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 | $212,542 | $175,202+21.3% | $149,673+42.0% | $139,434+52.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 7.93% | 166.71%-158.8pp | 134.42%-126.5pp | 372.94%-365.0pp |
| Employer contribution / active EE | $2,081 | $5,474-62.0% | $4,818-56.8% | $4,751-56.2% |
| Participant deferral / active EE | $6,685 | $6,519+2.5% | $5,680+17.7% | $6,710-0.4% |
| Admin fee / account holder | $5,552 | $16,150-65.6% | $13,210-58.0% | $11,403-51.3% |