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 | $98,173 | $115,882-15.3% | $100,516-2.3% | $158,922-38.2% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 4.84% | 34.79%-30.0pp | 30.89%-26.0pp | 302.83%-298.0pp |
| Employer contribution / active EE | $1,630 | $4,103-60.3% | $3,418-52.3% | $4,761-65.8% |
| Participant deferral / active EE | $8,338 | $6,674+24.9% | $6,270+33.0% | $5,982+39.4% |
| Admin fee / account holder | $558 | $10,995-94.9% | $8,081-93.1% | $11,246-95.0% |