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 | $193,785 | $159,901+21.2% | $146,958+31.9% | $145,922+32.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 6.68% | 98.13%-91.5pp | 418.34%-411.7pp | 561.29%-554.6pp |
| Employer contribution / active EE | $4,917 | $5,286-7.0% | $4,933-0.3% | $4,660+5.5% |
| Participant deferral / active EE | $8,795 | $8,428+4.3% | $8,070+9.0% | $6,688+31.5% |
| Admin fee / account holder | $104,767 | $15,044+596.4% | $12,998+706.0% | $13,397+682.0% |