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 | $196,156 | $198,466-1.2% | $170,442+15.1% | $147,584+32.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 7.32% | 257.29%-250.0pp | 205.93%-198.6pp | 578.55%-571.2pp |
| Employer contribution / active EE | $1,815 | $6,184-70.7% | $5,433-66.6% | $4,876-62.8% |
| Participant deferral / active EE | $8,868 | $5,629+57.5% | $4,939+79.5% | $5,439+63.1% |
| Admin fee / account holder | $3,655 | $16,852-78.3% | $13,880-73.7% | $10,885-66.4% |