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 | $109,995 | $177,572-38.1% | $154,803-28.9% | $142,382-22.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 5.95% | 65.07%-59.1pp | 58.88%-52.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $9,635 | $4,810+100.3% | $4,305+123.8% | $4,299+124.1% |
| Participant deferral / active EE | $10,101 | $6,272+61.1% | $5,540+82.3% | $6,507+55.2% |
| Admin fee / account holder | $2,005 | $16,786-88.1% | $14,329-86.0% | $12,624-84.1% |