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 | $211,447 | $172,111+22.9% | $150,298+40.7% | $137,256+54.1% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 4.58% | 69.37%-64.8pp | 62.79%-58.2pp | 220.34%-215.8pp |
| Employer contribution / active EE | $1,695 | $4,636-63.4% | $4,154-59.2% | $4,156-59.2% |
| Participant deferral / active EE | $9,963 | $6,166+61.6% | $5,453+82.7% | $6,407+55.5% |
| Admin fee / account holder | $2,444 | $16,471-85.2% | $14,116-82.7% | $12,270-80.1% |