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 | $124,571 | $154,228-19.2% | $145,433-14.3% | $137,256-9.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 10.78% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $4,721 | $4,804-1.7% | $4,554+3.7% | $4,156+13.6% |
| Participant deferral / active EE | $11,050 | $8,216+34.5% | $7,897+39.9% | $6,407+72.5% |
| Admin fee / account holder | $46,590 | $14,344+224.8% | $13,129+254.9% | $12,270+279.7% |