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 | $102,431 | $114,381-10.4% | $107,525-4.7% | $142,382-28.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 10.37% | 242.71%-232.3pp | 181.32%-170.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,211 | $4,015-44.9% | $3,754-41.1% | $4,299-48.6% |
| Participant deferral / active EE | $9,578 | $5,564+72.1% | $5,116+87.2% | $6,507+47.2% |
| Admin fee / account holder | $26,858 | $9,860+172.4% | $8,919+201.1% | $12,624+112.8% |