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 | $222,058 | $183,592+21.0% | $155,567+42.7% | $145,959+52.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 8.71% | 61.24%-52.5pp | 64.74%-56.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,932 | $5,315-63.6% | $4,674-58.7% | $4,661-58.5% |
| Participant deferral / active EE | $8,226 | $6,464+27.3% | $5,628+46.2% | $6,689+23.0% |
| Admin fee / account holder | $2,205 | $19,318-88.6% | $15,916-86.1% | $13,398-83.5% |