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 | $103,414 | $148,534-30.4% | $135,903-23.9% | $139,434-25.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 10.67% | 79.19%-68.5pp | 68.23%-57.6pp | 372.94%-362.3pp |
| Employer contribution / active EE | $5,214 | $5,243-0.6% | $4,856+7.4% | $4,751+9.7% |
| Participant deferral / active EE | $13,604 | $8,100+67.9% | $7,758+75.4% | $6,710+102.7% |
| Admin fee / account holder | $102,058 | $12,400+723.1% | $10,762+848.3% | $11,403+795.1% |