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 | $153,285 | $117,381+30.6% | $99,443+54.1% | $152,861+0.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 1.35% | 31.87%-30.5pp | 30.72%-29.4pp | 345.32%-344.0pp |
| Employer contribution / active EE | $941 | $3,013-68.8% | $2,540-62.9% | $4,762-80.2% |
| Participant deferral / active EE | $4,705 | $4,086+15.2% | $3,619+30.0% | $5,850-19.6% |
| Admin fee / account holder | $685 | $7,631-91.0% | $6,250-89.0% | $11,596-94.1% |