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 | $102,043 | $183,519-44.4% | $155,509-34.4% | $145,922-30.1% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 8.30% | 61.17%-52.9pp | 64.67%-56.4pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,646 | $5,313-50.2% | $4,672-43.4% | $4,660-43.2% |
| Participant deferral / active EE | $4,696 | $6,462-27.3% | $5,626-16.5% | $6,688-29.8% |
| Admin fee / account holder | $1,072 | $19,313-94.5% | $15,912-93.3% | $13,397-92.0% |