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 | $116,273 | $177,572-34.5% | $154,803-24.9% | $142,382-18.3% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 11.00% | 65.07%-54.1pp | 58.88%-47.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,543 | $4,810-47.1% | $4,305-40.9% | $4,299-40.8% |
| Participant deferral / active EE | $5,265 | $6,272-16.0% | $5,540-5.0% | $6,507-19.1% |
| Admin fee / account holder | $100,766 | $16,786+500.3% | $14,329+603.2% | $12,624+698.2% |