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 | $99,114 | $152,587-35.0% | $125,175-20.8% | $152,861-35.2% |
| Participation rate | 92.3% | 83.3%+9.0pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 4.38% | 54.84%-50.5pp | 43.79%-39.4pp | 345.32%-340.9pp |
| Employer contribution / active EE | $2,119 | $4,946-57.2% | $3,865-45.2% | $4,762-55.5% |
| Participant deferral / active EE | $5,849 | $5,868-0.3% | $4,937+18.5% | $5,8500% |
| Admin fee / account holder | $12,467 | $13,434-7.2% | $9,702+28.5% | $11,596+7.5% |