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 | $101,706 | $150,440-32.4% | $136,294-25.4% | $147,584-31.1% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 9.14% | 1049.08%-1039.9pp | 5155.94%-5146.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $5,198 | $5,256-1.1% | $4,695+10.7% | $4,876+6.6% |
| Participant deferral / active EE | $11,184 | $6,630+68.7% | $6,247+79.0% | $5,439+105.6% |
| Admin fee / account holder | $60,964 | $10,905+459.0% | $9,243+559.5% | $10,885+460.1% |