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 | $116,698 | $154,228-24.3% | $145,433-19.8% | $137,256-15.0% |
| Participation rate | 72.2% | 83.8%-11.6pp | 82.1%-9.9pp | 80.0%-7.7pp |
| Annual return | 11.80% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $11,011 | $8,216+34.0% | $7,897+39.4% | $6,407+71.9% |
| Admin fee / account holder | $42,163 | $14,344+194.0% | $13,129+221.1% | $12,270+243.6% |