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 | $195,513 | $177,572+10.1% | $154,803+26.3% | $142,382+37.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 7.92% | 65.07%-57.1pp | 58.88%-51.0pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,298 | $4,810-73.0% | $4,305-69.8% | $4,299-69.8% |
| Participant deferral / active EE | $5,625 | $6,272-10.3% | $5,540+1.5% | $6,507-13.6% |
| Admin fee / account holder | $524 | $16,786-96.9% | $14,329-96.3% | $12,624-95.8% |