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 | $116,230 | $110,257+5.4% | $96,544+20.4% | $139,434-16.6% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 7.76% | 26.32%-18.6pp | 25.84%-18.1pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,537 | $3,620-57.5% | $2,965-48.2% | $4,751-67.6% |
| Participant deferral / active EE | $8,574 | $5,548+54.5% | $4,851+76.7% | $6,710+27.8% |
| Admin fee / account holder | $50,296 | $11,591+333.9% | $8,252+509.5% | $11,403+341.1% |