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 | $124,226 | $154,228-19.5% | $145,433-14.6% | $137,256-9.5% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 5.90% | 74.59%-68.7pp | 66.58%-60.7pp | 220.34%-214.4pp |
| Employer contribution / active EE | $3,397 | $4,804-29.3% | $4,554-25.4% | $4,156-18.3% |
| Participant deferral / active EE | $9,882 | $8,216+20.3% | $7,897+25.1% | $6,407+54.2% |
| Admin fee / account holder | $10,893 | $14,344-24.1% | $13,129-17.0% | $12,270-11.2% |