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 | $135,327 | $159,901-15.4% | $146,958-7.9% | $145,922-7.3% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 8.73% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,177 | $5,286-21.0% | $4,933-15.3% | $4,660-10.4% |
| Participant deferral / active EE | $10,076 | $8,428+19.5% | $8,070+24.9% | $6,688+50.7% |
| Admin fee / account holder | $3,781 | $15,044-74.9% | $12,998-70.9% | $13,397-71.8% |