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 | $203,024 | $175,202+15.9% | $149,673+35.6% | $139,434+45.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 4.29% | 166.71%-162.4pp | 134.42%-130.1pp | 372.94%-368.7pp |
| Employer contribution / active EE | $6,101 | $5,474+11.4% | $4,818+26.6% | $4,751+28.4% |
| Participant deferral / active EE | $15,650 | $6,519+140.1% | $5,680+175.5% | $6,710+133.2% |
| Admin fee / account holder | $2,648 | $16,150-83.6% | $13,210-80.0% | $11,403-76.8% |