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 | $103,866 | $179,726-42.2% | $156,263-33.5% | $142,382-27.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 6.15% | 77.86%-71.7pp | 59.47%-53.3pp | 217.08%-210.9pp |
| Employer contribution / active EE | $2,417 | $5,069-52.3% | $4,333-44.2% | $4,299-43.8% |
| Participant deferral / active EE | $16,531 | $6,956+137.7% | $6,158+168.4% | $6,507+154.0% |
| Admin fee / account holder | $682,108 | $17,272+3849.2% | $14,255+4685.1% | $12,624+5303.4% |