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 | $237,796 | $210,648+12.9% | $177,989+33.6% | $145,922+63.0% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 2.93% | 385.86%-382.9pp | 294.48%-291.6pp | 561.29%-558.4pp |
| Employer contribution / active EE | $1,946 | $4,565-57.4% | $3,949-50.7% | $4,660-58.2% |
| Participant deferral / active EE | $4,303 | $6,958-38.2% | $6,276-31.4% | $6,688-35.7% |
| Admin fee / account holder | $6,756 | $12,013-43.8% | $10,363-34.8% | $13,397-49.6% |