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 | $118,417 | $176,056-32.7% | $159,436-25.7% | $167,490-29.3% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 9.08% | 331.75%-322.7pp | 263.57%-254.5pp | 478.56%-469.5pp |
| Employer contribution / active EE | $4,136 | $5,297-21.9% | $4,829-14.3% | $4,837-14.5% |
| Participant deferral / active EE | $6,825 | $7,750-11.9% | $7,352-7.2% | $6,341+7.6% |
| Admin fee / account holder | $30,584 | $12,554+143.6% | $10,799+183.2% | $12,309+148.5% |