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 | $50,178 | $177,572-71.7% | $154,803-67.6% | $142,382-64.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 9.05% | 65.07%-56.0pp | 58.88%-49.8pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,950 | $4,810-38.7% | $4,305-31.5% | $4,299-31.4% |
| Participant deferral / active EE | $6,874 | $6,272+9.6% | $5,540+24.1% | $6,507+5.6% |
| Admin fee / account holder | $4,299 | $16,786-74.4% | $14,329-70.0% | $12,624-65.9% |