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 | $79,006 | $112,096-29.5% | $95,952-17.7% | $158,922-50.3% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | 5.09% | 171.09%-166.0pp | 91.61%-86.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,735 | $3,198-45.7% | $2,541-31.7% | $4,761-63.6% |
| Participant deferral / active EE | $4,271 | $4,784-10.7% | $4,167+2.5% | $5,982-28.6% |
| Admin fee / account holder | $446 | $10,130-95.6% | $6,795-93.4% | $11,246-96.0% |