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 6-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 | $127,682 | $159,602-20.0% | $150,045-14.9% | $142,382-10.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 8.88% | 70.24%-61.4pp | 62.55%-53.7pp | 217.08%-208.2pp |
| Employer contribution / active EE | $2,803 | $4,961-43.5% | $4,693-40.3% | $4,299-34.8% |
| Participant deferral / active EE | $6,456 | $8,310-22.3% | $7,997-19.3% | $6,507-0.8% |
| Admin fee / account holder | $3,814 | $14,846-74.3% | $13,435-71.6% | $12,624-69.8% |