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 | $127,458 | $114,381+11.4% | $107,525+18.5% | $142,382-10.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 9.00% | 242.71%-233.7pp | 181.32%-172.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $5,051 | $4,015+25.8% | $3,754+34.6% | $4,299+17.5% |
| Participant deferral / active EE | $10,964 | $5,564+97.0% | $5,116+114.3% | $6,507+68.5% |
| Admin fee / account holder | $66,121 | $9,860+570.6% | $8,919+641.4% | $12,624+423.8% |