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 | $215,616 | $177,572+21.4% | $154,803+39.3% | $142,382+51.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 4.81% | 65.07%-60.3pp | 58.88%-54.1pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,258 | $4,810-73.9% | $4,305-70.8% | $4,299-70.7% |
| Participant deferral / active EE | $8,268 | $6,272+31.8% | $5,540+49.2% | $6,507+27.1% |
| Admin fee / account holder | $9,492 | $16,786-43.5% | $14,329-33.8% | $12,624-24.8% |