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 | $202,461 | $209,336-3.3% | $197,124+2.7% | $137,256+47.5% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 6.41% | 48.09%-41.7pp | 44.34%-37.9pp | 220.34%-213.9pp |
| Employer contribution / active EE | $2,091 | $6,591-68.3% | $6,227-66.4% | $4,156-49.7% |
| Participant deferral / active EE | $6,629 | $9,614-31.0% | $9,135-27.4% | $6,407+3.5% |
| Admin fee / account holder | $2,615 | $17,308-84.9% | $16,298-84.0% | $12,270-78.7% |