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 | $193,174 | $148,534+30.1% | $135,903+42.1% | $139,434+38.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 11.55% | 79.19%-67.6pp | 68.23%-56.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $2,797 | $5,243-46.6% | $4,856-42.4% | $4,751-41.1% |
| Participant deferral / active EE | $5,548 | $8,100-31.5% | $7,758-28.5% | $6,710-17.3% |
| Admin fee / account holder | $6,006 | $12,400-51.6% | $10,762-44.2% | $11,403-47.3% |