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 | $83,225 | $159,602-47.9% | $150,045-44.5% | $142,382-41.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 7.98% | 70.24%-62.3pp | 62.55%-54.6pp | 217.08%-209.1pp |
| Employer contribution / active EE | $7,224 | $4,961+45.6% | $4,693+53.9% | $4,299+68.0% |
| Participant deferral / active EE | $11,720 | $8,310+41.0% | $7,997+46.6% | $6,507+80.1% |
| Admin fee / account holder | $52,313 | $14,846+252.4% | $13,435+289.4% | $12,624+314.4% |