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 | $159,602-22.5% | $150,045-17.5% | $142,382-13.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 8.68% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,379 | $4,961-31.9% | $4,693-28.0% | $4,299-21.4% |
| Participant deferral / active EE | $9,356 | $8,310+12.6% | $7,997+17.0% | $6,507+43.8% |
| Admin fee / account holder | $16,983 | $14,846+14.4% | $13,435+26.4% | $12,624+34.5% |