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 | $132,123 | $165,984-20.4% | $164,813-19.8% | $145,922-9.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 6.18% | 100.03%-93.9pp | 69.93%-63.7pp | 561.29%-555.1pp |
| Employer contribution / active EE | $10,551 | $5,273+100.1% | $4,341+143.1% | $4,660+126.4% |
| Participant deferral / active EE | $2,700 | $6,959-61.2% | $6,031-55.2% | $6,688-59.6% |
| Admin fee / account holder | $4,158 | $16,648-75.0% | $12,690-67.2% | $13,397-69.0% |