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 8-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 | $101,205 | $159,602-36.6% | $150,045-32.6% | $142,382-28.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 11.94% | 70.24%-58.3pp | 62.55%-50.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,252 | $4,961-54.6% | $4,693-52.0% | $4,299-47.6% |
| Participant deferral / active EE | $8,102 | $8,310-2.5% | $7,997+1.3% | $6,507+24.5% |
| Admin fee / account holder | $1,270 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |