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 | $100,146 | $201,272-50.2% | $184,203-45.6% | $145,922-31.4% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 7.40% | 29.00%-21.6pp | 28.81%-21.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,635 | $7,022-62.5% | $6,427-59.0% | $4,660-43.5% |
| Participant deferral / active EE | $4,458 | $9,806-54.5% | $9,131-51.2% | $6,688-33.3% |
| Admin fee / account holder | $3,425 | $16,364-79.1% | $13,901-75.4% | $13,397-74.4% |