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 | $212,984 | $176,056+21.0% | $159,436+33.6% | $167,490+27.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.09% | 331.75%-329.7pp | 263.57%-261.5pp | 478.56%-476.5pp |
| Employer contribution / active EE | $3,046 | $5,297-42.5% | $4,829-36.9% | $4,837-37.0% |
| Participant deferral / active EE | $9,579 | $7,750+23.6% | $7,352+30.3% | $6,341+51.1% |
| Admin fee / account holder | $5,039 | $12,554-59.9% | $10,799-53.3% | $12,309-59.1% |