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 | $219,344 | $159,602+37.4% | $150,045+46.2% | $142,382+54.1% |
| Participation rate | 95.8% | 84.0%+11.9pp | 82.3%+13.5pp | 80.1%+15.7pp |
| Annual return | 12.27% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,936 | $4,961-20.7% | $4,693-16.1% | $4,299-8.4% |
| Participant deferral / active EE | $10,799 | $8,310+30.0% | $7,997+35.0% | $6,507+66.0% |
| Admin fee / account holder | $2,045 | $14,846-86.2% | $13,435-84.8% | $12,624-83.8% |