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 | $97,646 | $183,963-46.9% | $162,163-39.8% | $152,861-36.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 12.64% | 150.76%-138.1pp | 115.59%-103.0pp | 345.32%-332.7pp |
| Employer contribution / active EE | $2,146 | $6,371-66.3% | $5,614-61.8% | $4,762-54.9% |
| Participant deferral / active EE | $3,454 | $8,034-57.0% | $7,298-52.7% | $5,850-41.0% |
| Admin fee / account holder | $37,960 | $13,121+189.3% | $10,843+250.1% | $11,596+227.3% |