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 | $204,866 | $114,381+79.1% | $107,525+90.5% | $142,382+43.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 9.02% | 242.71%-233.7pp | 181.32%-172.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,020 | $4,015-49.7% | $3,754-46.2% | $4,299-53.0% |
| Participant deferral / active EE | $7,973 | $5,564+43.3% | $5,116+55.8% | $6,507+22.5% |
| Admin fee / account holder | $30,696 | $9,860+211.3% | $8,919+244.2% | $12,624+143.2% |