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 | $210,133 | $159,934+31.4% | $147,005+42.9% | $145,959+44.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.85% | 98.24%-90.4pp | 418.76%-410.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,703 | $8,427-44.2% | $8,070-41.7% | $6,689-29.7% |
| Admin fee / account holder | $254,188 | $15,053+1588.6% | $13,006+1854.4% | $13,398+1797.2% |