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 | $95,432 | $226,064-57.8% | $182,532-47.7% | $152,861-37.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 7.12% | 192.51%-185.4pp | 148.54%-141.4pp | 345.32%-338.2pp |
| Employer contribution / active EE | $4,113 | $4,978-17.4% | $4,076+0.9% | $4,762-13.6% |
| Participant deferral / active EE | $7,474 | $6,368+17.4% | $5,524+35.3% | $5,850+27.7% |
| Admin fee / account holder | $22,520 | $10,703+110.4% | $8,592+162.1% | $11,596+94.2% |