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 | $108,410 | $179,726-39.7% | $156,263-30.6% | $142,382-23.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 9.69% | 77.86%-68.2pp | 59.47%-49.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,754 | $5,069-45.7% | $4,333-36.4% | $4,299-35.9% |
| Participant deferral / active EE | $8,089 | $6,956+16.3% | $6,158+31.4% | $6,507+24.3% |
| Admin fee / account holder | $62,605 | $17,272+262.5% | $14,255+339.2% | $12,624+395.9% |