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 | $243,050 | $148,534+63.6% | $135,903+78.8% | $139,434+74.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 10.29% | 79.19%-68.9pp | 68.23%-57.9pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,025 | $5,243-80.5% | $4,856-78.9% | $4,751-78.4% |
| Participant deferral / active EE | $12,356 | $8,100+52.5% | $7,758+59.3% | $6,710+84.1% |
| Admin fee / account holder | $1,488 | $12,400-88.0% | $10,762-86.2% | $11,403-87.0% |