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 | $115,783 | $198,466-41.7% | $170,442-32.1% | $147,584-21.5% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 7.52% | 257.29%-249.8pp | 205.93%-198.4pp | 578.55%-571.0pp |
| Employer contribution / active EE | $3,660 | $6,184-40.8% | $5,433-32.6% | $4,876-24.9% |
| Participant deferral / active EE | $7,021 | $5,629+24.7% | $4,939+42.1% | $5,439+29.1% |
| Admin fee / account holder | $2,167 | $16,852-87.1% | $13,880-84.4% | $10,885-80.1% |