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 5-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 | $246,382 | $176,056+39.9% | $159,436+54.5% | $167,490+47.1% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 9.54% | 331.75%-322.2pp | 263.57%-254.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $3,194 | $5,297-39.7% | $4,829-33.9% | $4,837-34.0% |
| Participant deferral / active EE | $12,452 | $7,750+60.7% | $7,352+69.4% | $6,341+96.4% |
| Admin fee / account holder | $2,746 | $12,554-78.1% | $10,799-74.6% | $12,309-77.7% |