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 | $119,226 | $154,228-22.7% | $145,433-18.0% | $137,256-13.1% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.2pp | 80.0%+1.0pp |
| Annual return | 7.79% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,190 | $4,804-75.2% | $4,554-73.9% | $4,156-71.4% |
| Participant deferral / active EE | $9,407 | $8,216+14.5% | $7,897+19.1% | $6,407+46.8% |
| Admin fee / account holder | $50,910 | $14,344+254.9% | $13,129+287.8% | $12,270+314.9% |