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 | $134,368 | $214,378-37.3% | $200,582-33.0% | $142,382-5.6% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 6.33% | 46.41%-40.1pp | 42.33%-36.0pp | 217.08%-210.7pp |
| Employer contribution / active EE | $4,857 | $6,841-29.0% | $6,419-24.3% | $4,299+13.0% |
| Participant deferral / active EE | $11,299 | $9,865+14.5% | $9,331+21.1% | $6,507+73.6% |
| Admin fee / account holder | $516 | $17,692-97.1% | $16,305-96.8% | $12,624-95.9% |