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 | $61,991 | $177,572-65.1% | $154,803-60.0% | $142,382-56.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 1.37% | 65.07%-63.7pp | 58.88%-57.5pp | 217.08%-215.7pp |
| Employer contribution / active EE | $13,479 | $4,810+180.2% | $4,305+213.1% | $4,299+213.5% |
| Participant deferral / active EE | $7,026 | $6,272+12.0% | $5,540+26.8% | $6,507+8.0% |
| Admin fee / account holder | $61,339 | $16,786+265.4% | $14,329+328.1% | $12,624+385.9% |