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 | $207,711 | $176,056+18.0% | $159,436+30.3% | $167,490+24.0% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 8.39% | 331.75%-323.4pp | 263.57%-255.2pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,044 | $5,297-80.3% | $4,829-78.4% | $4,837-78.4% |
| Participant deferral / active EE | $5,933 | $7,750-23.4% | $7,352-19.3% | $6,341-6.4% |
| Admin fee / account holder | $5,806 | $12,554-53.8% | $10,799-46.2% | $12,309-52.8% |