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 | $96,066 | $111,754-14.0% | $103,333-7.0% | $145,922-34.2% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 7.71% | 24.77%-17.1pp | 24.88%-17.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,426 | $4,212-42.4% | $3,868-37.3% | $4,660-47.9% |
| Participant deferral / active EE | $6,390 | $5,619+13.7% | $5,057+26.3% | $6,688-4.5% |
| Admin fee / account holder | $1,896 | $9,750-80.6% | $8,355-77.3% | $13,397-85.9% |