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 | $157,017 | $115,770+35.6% | $101,248+55.1% | $158,922-1.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 2.36% | 56.14%-53.8pp | 46.47%-44.1pp | 302.83%-300.5pp |
| Employer contribution / active EE | $8,362 | $4,175+100.3% | $3,660+128.5% | $4,761+75.6% |
| Participant deferral / active EE | $5,575 | $4,957+12.5% | $4,370+27.6% | $5,982-6.8% |
| Admin fee / account holder | $1,207 | $7,245-83.3% | $5,945-79.7% | $11,246-89.3% |