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 | $125,700 | $159,602-21.2% | $150,045-16.2% | $142,382-11.7% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 10.18% | 70.24%-60.1pp | 62.55%-52.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,818 | $4,961-63.3% | $4,693-61.3% | $4,299-57.7% |
| Participant deferral / active EE | $3,967 | $8,310-52.3% | $7,997-50.4% | $6,507-39.0% |
| Admin fee / account holder | $114,071 | $14,846+668.3% | $13,435+749.1% | $12,624+803.6% |