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 | $120,414 | $114,381+5.3% | $107,525+12.0% | $142,382-15.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 7.70% | 242.71%-235.0pp | 181.32%-173.6pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,710 | $4,015-57.4% | $3,754-54.5% | $4,299-60.2% |
| Participant deferral / active EE | $7,158 | $5,564+28.6% | $5,116+39.9% | $6,507+10.0% |
| Admin fee / account holder | $90,648 | $9,860+819.3% | $8,919+916.4% | $12,624+618.1% |