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 | $198,151 | $227,553-12.9% | $189,557+4.5% | $167,490+18.3% |
| Participation rate | 95.2% | 82.5%+12.7pp | 78.4%+16.8pp | 82.1%+13.1pp |
| Annual return | 6.82% | 78.40%-71.6pp | 64.17%-57.3pp | 478.56%-471.7pp |
| Employer contribution / active EE | $2,803 | $5,316-47.3% | $4,412-36.5% | $4,837-42.1% |
| Participant deferral / active EE | $9,377 | $7,002+33.9% | $6,174+51.9% | $6,341+47.9% |
| Admin fee / account holder | $16,594 | $11,878+39.7% | $9,807+69.2% | $12,309+34.8% |