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 | $99,444 | $159,602-37.7% | $150,045-33.7% | $142,382-30.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 12.00% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,041 | $4,961-38.7% | $4,693-35.2% | $4,299-29.3% |
| Participant deferral / active EE | $12,574 | $8,310+51.3% | $7,997+57.2% | $6,507+93.2% |
| Admin fee / account holder | $78,005 | $14,846+425.4% | $13,435+480.6% | $12,624+517.9% |