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 | $209,963 | $157,256+33.5% | $141,162+48.7% | $152,861+37.4% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 12.84% | 64.32%-51.5pp | 71.39%-58.6pp | 345.32%-332.5pp |
| Employer contribution / active EE | $3,839 | $5,261-27.0% | $4,735-18.9% | $4,762-19.4% |
| Participant deferral / active EE | $9,995 | $7,109+40.6% | $6,709+49.0% | $5,850+70.8% |
| Admin fee / account holder | $720 | $12,120-94.1% | $10,261-93.0% | $11,596-93.8% |