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 | $116,968 | $177,572-34.1% | $154,803-24.4% | $142,382-17.8% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 9.29% | 65.07%-55.8pp | 58.88%-49.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $5,545 | $4,810+15.3% | $4,305+28.8% | $4,299+29.0% |
| Participant deferral / active EE | $4,114 | $6,272-34.4% | $5,540-25.8% | $6,507-36.8% |
| Admin fee / account holder | $90,489 | $16,786+439.1% | $14,329+531.5% | $12,624+616.8% |