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 | $104,445 | $124,319-16.0% | $111,297-6.2% | $167,490-37.6% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 7.25% | 37.44%-30.2pp | 54.65%-47.4pp | 478.56%-471.3pp |
| Employer contribution / active EE | $2,271 | $3,435-33.9% | $2,731-16.9% | $4,837-53.1% |
| Participant deferral / active EE | $3,798 | $5,180-26.7% | $4,487-15.4% | $6,341-40.1% |
| Admin fee / account holder | $67,946 | $10,618+539.9% | $7,964+753.2% | $12,309+452.0% |