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 | $215,464 | $159,602+35.0% | $150,045+43.6% | $142,382+51.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 11.87% | 70.24%-58.4pp | 62.55%-50.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,768 | $4,961-44.2% | $4,693-41.0% | $4,299-35.6% |
| Participant deferral / active EE | $5,529 | $8,310-33.5% | $7,997-30.9% | $6,507-15.0% |
| Admin fee / account holder | $63,697 | $14,846+329.0% | $13,435+374.1% | $12,624+404.6% |