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 | $214,593 | $159,602+34.5% | $150,045+43.0% | $142,382+50.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 9.89% | 70.24%-60.3pp | 62.55%-52.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $4,526 | $4,961-8.8% | $4,693-3.6% | $4,299+5.3% |
| Participant deferral / active EE | $6,396 | $8,310-23.0% | $7,997-20.0% | $6,507-1.7% |
| Admin fee / account holder | $138,124 | $14,846+830.4% | $13,435+928.1% | $12,624+994.2% |