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 | $125,756 | $159,901-21.4% | $146,958-14.4% | $145,922-13.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 9.32% | 98.13%-88.8pp | 418.34%-409.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,152 | $5,286-21.5% | $4,933-15.8% | $4,660-10.9% |
| Participant deferral / active EE | $10,126 | $8,428+20.1% | $8,070+25.5% | $6,688+51.4% |
| Admin fee / account holder | $9,728 | $15,044-35.3% | $12,998-25.2% | $13,397-27.4% |