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 4-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 | $116,550 | $148,534-21.5% | $135,903-14.2% | $139,434-16.4% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 9.03% | 79.19%-70.2pp | 68.23%-59.2pp | 372.94%-363.9pp |
| Employer contribution / active EE | $2,727 | $5,243-48.0% | $4,856-43.9% | $4,751-42.6% |
| Participant deferral / active EE | $3,884 | $8,100-52.0% | $7,758-49.9% | $6,710-42.1% |
| Admin fee / account holder | $16,007 | $12,400+29.1% | $10,762+48.7% | $11,403+40.4% |