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 | $90,693 | $148,534-38.9% | $135,903-33.3% | $139,434-35.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 8.54% | 79.19%-70.6pp | 68.23%-59.7pp | 372.94%-364.4pp |
| Employer contribution / active EE | $1,434 | $5,243-72.7% | $4,856-70.5% | $4,751-69.8% |
| Participant deferral / active EE | $4,660 | $8,100-42.5% | $7,758-39.9% | $6,710-30.5% |
| Admin fee / account holder | $44,170 | $12,400+256.2% | $10,762+310.4% | $11,403+287.4% |