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 | $179,649 | $88,751+102.4% | $81,812+119.6% | $145,922+23.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 9.02% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $4,100 | $3,083+33.0% | $2,912+40.8% | $4,660-12.0% |
| Participant deferral / active EE | $4,883 | $4,643+5.2% | $4,319+13.1% | $6,688-27.0% |
| Admin fee / account holder | $5,432 | $8,415-35.5% | $7,386-26.5% | $13,397-59.5% |