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 | $92,183 | $159,901-42.3% | $146,958-37.3% | $145,922-36.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 9.28% | 98.13%-88.9pp | 418.34%-409.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,313 | $5,286-37.3% | $4,933-32.8% | $4,660-28.9% |
| Participant deferral / active EE | $11,755 | $8,428+39.5% | $8,070+45.7% | $6,688+75.8% |
| Admin fee / account holder | $36,080 | $15,044+139.8% | $12,998+177.6% | $13,397+169.3% |