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 | $55,518 | $210,648-73.6% | $177,989-68.8% | $145,922-62.0% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 7.58% | 385.86%-378.3pp | 294.48%-286.9pp | 561.29%-553.7pp |
| Employer contribution / active EE | $5,322 | $4,565+16.6% | $3,949+34.8% | $4,660+14.2% |
| Participant deferral / active EE | $18,270 | $6,958+162.6% | $6,276+191.1% | $6,688+173.2% |
| Admin fee / account holder | $18,953 | $12,013+57.8% | $10,363+82.9% | $13,397+41.5% |