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 | $104,893 | $201,272-47.9% | $184,203-43.1% | $145,922-28.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 6.98% | 29.00%-22.0pp | 28.81%-21.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $4,582 | $7,022-34.7% | $6,427-28.7% | $4,660-1.7% |
| Participant deferral / active EE | $13,213 | $9,806+34.7% | $9,131+44.7% | $6,688+97.6% |
| Admin fee / account holder | $753 | $16,364-95.4% | $13,901-94.6% | $13,397-94.4% |