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 | $142,600 | $171,865-17.0% | $149,718-4.8% | $147,584-3.4% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 6.37% | 2113.22%-2106.8pp | 1501.63%-1495.3pp | 578.55%-572.2pp |
| Employer contribution / active EE | $2,121 | $6,275-66.2% | $5,445-61.0% | $4,876-56.5% |
| Participant deferral / active EE | $6,126 | $7,271-15.7% | $6,569-6.7% | $5,439+12.6% |
| Admin fee / account holder | $1,313 | $13,799-90.5% | $11,283-88.4% | $10,885-87.9% |