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 | $110,563 | $114,381-3.3% | $107,525+2.8% | $142,382-22.3% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.1%-4.5pp | 80.1%-9.5pp |
| Annual return | 10.03% | 242.71%-232.7pp | 181.32%-171.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,927 | $4,015-52.0% | $3,754-48.7% | $4,299-55.2% |
| Participant deferral / active EE | $7,160 | $5,564+28.7% | $5,116+40.0% | $6,507+10.0% |
| Admin fee / account holder | $43,004 | $9,860+336.1% | $8,919+382.2% | $12,624+240.7% |