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 | $102,870 | $114,381-10.1% | $107,525-4.3% | $142,382-27.8% |
| Participation rate | 77.3% | 78.1%-0.9pp | 75.1%+2.2pp | 80.1%-2.8pp |
| Annual return | 7.31% | 242.71%-235.4pp | 181.32%-174.0pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,657 | $4,015-58.7% | $3,754-55.9% | $4,299-61.5% |
| Participant deferral / active EE | $2,849 | $5,564-48.8% | $5,116-44.3% | $6,507-56.2% |
| Admin fee / account holder | $22,348 | $9,860+126.6% | $8,919+150.6% | $12,624+77.0% |