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 | $121,097 | $115,770+4.6% | $101,248+19.6% | $158,922-23.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 5.20% | 56.14%-50.9pp | 46.47%-41.3pp | 302.83%-297.6pp |
| Employer contribution / active EE | $2,218 | $4,175-46.9% | $3,660-39.4% | $4,761-53.4% |
| Participant deferral / active EE | $5,177 | $4,957+4.4% | $4,370+18.5% | $5,982-13.5% |
| Admin fee / account holder | $3,594 | $7,245-50.4% | $5,945-39.5% | $11,246-68.0% |