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 | $103,161 | $159,901-35.5% | $146,958-29.8% | $145,922-29.3% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 8.71% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $5,427 | $5,286+2.7% | $4,933+10.0% | $4,660+16.5% |
| Participant deferral / active EE | $7,358 | $8,428-12.7% | $8,070-8.8% | $6,688+10.0% |
| Admin fee / account holder | $68,148 | $15,044+353.0% | $12,998+424.3% | $13,397+408.7% |