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 9-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 | $80,996 | $150,440-46.2% | $136,294-40.6% | $147,584-45.1% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 8.85% | 1049.08%-1040.2pp | 5155.94%-5147.1pp | 578.55%-569.7pp |
| Employer contribution / active EE | $3,443 | $5,256-34.5% | $4,695-26.7% | $4,876-29.4% |
| Participant deferral / active EE | $11,292 | $6,630+70.3% | $6,247+80.8% | $5,439+107.6% |
| Admin fee / account holder | $32,099 | $10,905+194.3% | $9,243+247.3% | $10,885+194.9% |