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 | $214,055 | $159,602+34.1% | $150,045+42.7% | $142,382+50.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 6.50% | 70.24%-63.7pp | 62.55%-56.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $6,492 | $4,961+30.9% | $4,693+38.3% | $4,299+51.0% |
| Participant deferral / active EE | $7,268 | $8,310-12.5% | $7,997-9.1% | $6,507+11.7% |
| Admin fee / account holder | $491,772 | $14,846+3212.4% | $13,435+3560.4% | $12,624+3795.6% |