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 | $107,518 | $159,901-32.8% | $146,958-26.8% | $145,922-26.3% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 8.91% | 98.13%-89.2pp | 418.34%-409.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,022 | $5,286-42.8% | $4,933-38.7% | $4,660-35.2% |
| Participant deferral / active EE | $10,249 | $8,428+21.6% | $8,070+27.0% | $6,688+53.3% |
| Admin fee / account holder | $5,648 | $15,044-62.5% | $12,998-56.6% | $13,397-57.8% |