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 | $153,725 | $197,591-22.2% | $177,821-13.6% | $158,922-3.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 3.72% | 58.76%-55.0pp | 48.32%-44.6pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,469 | $6,697-78.1% | $5,918-75.2% | $4,761-69.1% |
| Participant deferral / active EE | $4,504 | $8,405-46.4% | $7,714-41.6% | $5,982-24.7% |
| Admin fee / account holder | $72,914 | $15,399+373.5% | $12,427+486.7% | $11,246+548.4% |