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 | $224,528 | $214,378+4.7% | $200,582+11.9% | $142,382+57.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 9.61% | 46.41%-36.8pp | 42.33%-32.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,527 | $6,841-77.7% | $6,419-76.2% | $4,299-64.5% |
| Participant deferral / active EE | $12,554 | $9,865+27.3% | $9,331+34.5% | $6,507+92.9% |
| Admin fee / account holder | $9,101 | $17,692-48.6% | $16,305-44.2% | $12,624-27.9% |