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 | $143,343 | $183,519-21.9% | $155,509-7.8% | $145,922-1.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.18% | 61.17%-55.0pp | 64.67%-58.5pp | 561.29%-555.1pp |
| Employer contribution / active EE | $4,913 | $5,313-7.5% | $4,672+5.1% | $4,660+5.4% |
| Participant deferral / active EE | $3,714 | $6,462-42.5% | $5,626-34.0% | $6,688-44.5% |
| Admin fee / account holder | $996 | $19,313-94.8% | $15,912-93.7% | $13,397-92.6% |