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 | $104,518 | $157,256-33.5% | $141,162-26.0% | $152,861-31.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 6.43% | 64.32%-57.9pp | 71.39%-65.0pp | 345.32%-338.9pp |
| Employer contribution / active EE | $2,034 | $5,261-61.3% | $4,735-57.0% | $4,762-57.3% |
| Participant deferral / active EE | $7,434 | $7,109+4.6% | $6,709+10.8% | $5,850+27.1% |
| Admin fee / account holder | $881 | $12,120-92.7% | $10,261-91.4% | $11,596-92.4% |