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 | $211,984 | $171,865+23.3% | $149,718+41.6% | $147,584+43.6% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 8.74% | 2113.22%-2104.5pp | 1501.63%-1492.9pp | 578.55%-569.8pp |
| Employer contribution / active EE | $6,606 | $6,275+5.3% | $5,445+21.3% | $4,876+35.5% |
| Participant deferral / active EE | $14,390 | $7,271+97.9% | $6,569+119.1% | $5,439+164.6% |
| Admin fee / account holder | $4,086 | $13,799-70.4% | $11,283-63.8% | $10,885-62.5% |