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 | $185,611 | $100,970+83.8% | $96,576+92.2% | $137,256+35.2% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 8.96% | 38.16%-29.2pp | 38.47%-29.5pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,155 | $3,809-69.7% | $3,553-67.5% | $4,156-72.2% |
| Participant deferral / active EE | $6,226 | $8,286-24.9% | $7,956-21.8% | $6,407-2.8% |
| Admin fee / account holder | $412 | $11,312-96.4% | $11,381-96.4% | $12,270-96.6% |