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 | $196,205 | $159,934+22.7% | $147,005+33.5% | $145,959+34.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.50% | 98.24%-88.7pp | 418.76%-409.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,188 | $5,287-58.6% | $4,934-55.7% | $4,661-53.1% |
| Participant deferral / active EE | $4,703 | $8,427-44.2% | $8,070-41.7% | $6,689-29.7% |
| Admin fee / account holder | $9,928 | $15,053-34.1% | $13,006-23.7% | $13,398-25.9% |