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 | $120,234 | $176,056-31.7% | $159,436-24.6% | $167,490-28.2% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 2.91% | 331.75%-328.8pp | 263.57%-260.7pp | 478.56%-475.6pp |
| Employer contribution / active EE | $2,172 | $5,297-59.0% | $4,829-55.0% | $4,837-55.1% |
| Participant deferral / active EE | $4,770 | $7,750-38.4% | $7,352-35.1% | $6,341-24.8% |
| Admin fee / account holder | $23,179 | $12,554+84.6% | $10,799+114.6% | $12,309+88.3% |