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 | $205,721 | $177,572+15.9% | $154,803+32.9% | $142,382+44.5% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 10.09% | 65.07%-55.0pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $6,567 | $4,810+36.5% | $4,305+52.5% | $4,299+52.8% |
| Participant deferral / active EE | $6,219 | $6,272-0.8% | $5,540+12.2% | $6,507-4.4% |
| Admin fee / account holder | $1,181 | $16,786-93.0% | $14,329-91.8% | $12,624-90.6% |