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 | $215,812 | $159,602+35.2% | $150,045+43.8% | $142,382+51.6% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 11.12% | 70.24%-59.1pp | 62.55%-51.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,033 | $4,961-59.0% | $4,693-56.7% | $4,299-52.7% |
| Participant deferral / active EE | $7,395 | $8,310-11.0% | $7,997-7.5% | $6,507+13.6% |
| Admin fee / account holder | $97,493 | $14,846+556.7% | $13,435+625.7% | $12,624+672.3% |