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 | $212,211 | $159,602+33.0% | $150,045+41.4% | $142,382+49.0% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.3%-5.0pp | 80.1%-2.8pp |
| Annual return | 10.20% | 70.24%-60.0pp | 62.55%-52.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,679 | $8,310+28.5% | $7,997+33.5% | $6,507+64.1% |
| Admin fee / account holder | $140,858 | $14,846+848.8% | $13,435+948.5% | $12,624+1015.8% |