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 | $221,108 | $209,411+5.6% | $178,490+23.9% | $158,922+39.1% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 3.95% | 188.75%-184.8pp | 151.07%-147.1pp | 302.83%-298.9pp |
| Employer contribution / active EE | $3,893 | $5,706-31.8% | $5,011-22.3% | $4,761-18.2% |
| Participant deferral / active EE | $8,119 | $5,954+36.4% | $5,202+56.1% | $5,982+35.7% |
| Admin fee / account holder | $4,841 | $17,074-71.6% | $13,984-65.4% | $11,246-57.0% |