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 | $154,932 | $214,378-27.7% | $200,582-22.8% | $142,382+8.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 11.24% | 46.41%-35.2pp | 42.33%-31.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $11,778 | $6,841+72.2% | $6,419+83.5% | $4,299+174.0% |
| Participant deferral / active EE | $12,814 | $9,865+29.9% | $9,331+37.3% | $6,507+96.9% |
| Admin fee / account holder | $78,314 | $17,692+342.7% | $16,305+380.3% | $12,624+520.4% |