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 | $159,602-22.2% | $150,045-17.2% | $142,382-12.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 5.90% | 70.24%-64.3pp | 62.55%-56.7pp | 217.08%-211.2pp |
| Employer contribution / active EE | $3,397 | $4,961-31.5% | $4,693-27.6% | $4,299-21.0% |
| Participant deferral / active EE | $9,882 | $8,310+18.9% | $7,997+23.6% | $6,507+51.9% |
| Admin fee / account holder | $10,893 | $14,846-26.6% | $13,435-18.9% | $12,624-13.7% |