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 | $126,346 | $157,256-19.7% | $141,162-10.5% | $152,861-17.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.48% | 64.32%-56.8pp | 71.39%-63.9pp | 345.32%-337.8pp |
| Employer contribution / active EE | $1,857 | $5,261-64.7% | $4,735-60.8% | $4,762-61.0% |
| Participant deferral / active EE | $5,147 | $7,109-27.6% | $6,709-23.3% | $5,850-12.0% |
| Admin fee / account holder | $2,207 | $12,120-81.8% | $10,261-78.5% | $11,596-81.0% |