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 | $144,181 | $176,056-18.1% | $159,436-9.6% | $167,490-13.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 8.64% | 331.75%-323.1pp | 263.57%-254.9pp | 478.56%-469.9pp |
| Employer contribution / active EE | $12,157 | $5,297+129.5% | $4,829+151.7% | $4,837+151.3% |
| Participant deferral / active EE | $6,500 | $7,750-16.1% | $7,352-11.6% | $6,341+2.5% |
| Admin fee / account holder | $658 | $12,554-94.8% | $10,799-93.9% | $12,309-94.7% |