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 | $124,312 | $201,272-38.2% | $184,203-32.5% | $145,922-14.8% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 6.97% | 29.00%-22.0pp | 28.81%-21.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $5,529 | $7,022-21.3% | $6,427-14.0% | $4,660+18.7% |
| Participant deferral / active EE | $4,765 | $9,806-51.4% | $9,131-47.8% | $6,688-28.7% |
| Admin fee / account holder | $39,965 | $16,364+144.2% | $13,901+187.5% | $13,397+198.3% |