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 | $106,872 | $157,256-32.0% | $141,162-24.3% | $152,861-30.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 13.64% | 64.32%-50.7pp | 71.39%-57.8pp | 345.32%-331.7pp |
| Employer contribution / active EE | $4,651 | $5,261-11.6% | $4,735-1.8% | $4,762-2.3% |
| Participant deferral / active EE | $7,503 | $7,109+5.5% | $6,709+11.8% | $5,850+28.2% |
| Admin fee / account holder | $1,455 | $12,120-88.0% | $10,261-85.8% | $11,596-87.4% |