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 | $214,378-5.6% | $200,582+0.9% | $142,382+42.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 6.41% | 46.41%-40.0pp | 42.33%-35.9pp | 217.08%-210.7pp |
| Employer contribution / active EE | $2,091 | $6,841-69.4% | $6,419-67.4% | $4,299-51.4% |
| Participant deferral / active EE | $6,629 | $9,865-32.8% | $9,331-29.0% | $6,507+1.9% |
| Admin fee / account holder | $2,615 | $17,692-85.2% | $16,305-84.0% | $12,624-79.3% |