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 | $138,181 | $159,602-13.4% | $150,045-7.9% | $142,382-3.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.31% | 70.24%-57.9pp | 62.55%-50.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,330 | $4,961-53.0% | $4,693-50.3% | $4,299-45.8% |
| Participant deferral / active EE | $5,476 | $8,310-34.1% | $7,997-31.5% | $6,507-15.9% |
| Admin fee / account holder | $11,299 | $14,846-23.9% | $13,435-15.9% | $12,624-10.5% |