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 | $216,096 | $159,602+35.4% | $150,045+44.0% | $142,382+51.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.68% | 70.24%-63.6pp | 62.55%-55.9pp | 217.08%-210.4pp |
| Employer contribution / active EE | $1,787 | $4,961-64.0% | $4,693-61.9% | $4,299-58.4% |
| Participant deferral / active EE | $7,430 | $8,310-10.6% | $7,997-7.1% | $6,507+14.2% |
| Admin fee / account holder | $685 | $14,846-95.4% | $13,435-94.9% | $12,624-94.6% |