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 | $203,830 | $202,432+0.7% | $169,368+20.3% | $139,434+46.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 3.19% | 531.74%-528.5pp | 405.60%-402.4pp | 372.94%-369.7pp |
| Employer contribution / active EE | $1,777 | $4,692-62.1% | $4,013-55.7% | $4,751-62.6% |
| Participant deferral / active EE | $15,575 | $6,938+124.5% | $6,221+150.3% | $6,710+132.1% |
| Admin fee / account holder | $53,619 | $10,708+400.7% | $9,003+495.6% | $11,403+370.2% |