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 | $247,576 | $179,726+37.8% | $156,263+58.4% | $142,382+73.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 7.27% | 77.86%-70.6pp | 59.47%-52.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $7,310 | $5,069+44.2% | $4,333+68.7% | $4,299+70.0% |
| Participant deferral / active EE | $21,800 | $6,956+213.4% | $6,158+254.0% | $6,507+235.0% |
| Admin fee / account holder | $2,627 | $17,272-84.8% | $14,255-81.6% | $12,624-79.2% |