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 | $167,685 | $214,378-21.8% | $200,582-16.4% | $142,382+17.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 11.55% | 46.41%-34.9pp | 42.33%-30.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,852 | $6,841-29.1% | $6,419-24.4% | $4,299+12.9% |
| Participant deferral / active EE | $14,726 | $9,865+49.3% | $9,331+57.8% | $6,507+126.3% |
| Admin fee / account holder | $39,478 | $17,692+123.1% | $16,305+142.1% | $12,624+212.7% |