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 | $137,752 | $177,572-22.4% | $154,803-11.0% | $142,382-3.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 10.23% | 65.07%-54.8pp | 58.88%-48.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,314 | $4,810-51.9% | $4,305-46.3% | $4,299-46.2% |
| Participant deferral / active EE | $8,688 | $6,272+38.5% | $5,540+56.8% | $6,507+33.5% |
| Admin fee / account holder | $1,940 | $16,786-88.4% | $14,329-86.5% | $12,624-84.6% |