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 | $97,907 | $159,602-38.7% | $150,045-34.7% | $142,382-31.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 8.92% | 70.24%-61.3pp | 62.55%-53.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $4,068 | $4,961-18.0% | $4,693-13.3% | $4,299-5.4% |
| Participant deferral / active EE | $8,800 | $8,310+5.9% | $7,997+10.0% | $6,507+35.2% |
| Admin fee / account holder | $100,120 | $14,846+574.4% | $13,435+645.2% | $12,624+693.1% |