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 | $118,166 | $209,336-43.6% | $197,124-40.1% | $137,256-13.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.44% | 48.09%-41.7pp | 44.34%-37.9pp | 220.34%-213.9pp |
| Employer contribution / active EE | $2,283 | $6,591-65.4% | $6,227-63.3% | $4,156-45.1% |
| Participant deferral / active EE | $11,417 | $9,614+18.8% | $9,135+25.0% | $6,407+78.2% |
| Admin fee / account holder | $3,930 | $17,308-77.3% | $16,298-75.9% | $12,270-68.0% |