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 | $101,595 | $114,381-11.2% | $107,525-5.5% | $142,382-28.6% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 9.21% | 242.71%-233.5pp | 181.32%-172.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,143 | $4,015-46.6% | $3,754-42.9% | $4,299-50.2% |
| Participant deferral / active EE | $1,582 | $5,564-71.6% | $5,116-69.1% | $6,507-75.7% |
| Admin fee / account holder | $6,763 | $9,860-31.4% | $8,919-24.2% | $12,624-46.4% |