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 | $123,762 | $154,228-19.8% | $145,433-14.9% | $137,256-9.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 8.68% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $3,379 | $4,804-29.7% | $4,554-25.8% | $4,156-18.7% |
| Participant deferral / active EE | $9,356 | $8,216+13.9% | $7,897+18.5% | $6,407+46.0% |
| Admin fee / account holder | $16,983 | $14,344+18.4% | $13,129+29.4% | $12,270+38.4% |