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 | $87,012 | $183,963-52.7% | $162,163-46.3% | $152,861-43.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 9.71% | 150.76%-141.1pp | 115.59%-105.9pp | 345.32%-335.6pp |
| Employer contribution / active EE | $4,667 | $6,371-26.7% | $5,614-16.9% | $4,762-2.0% |
| Participant deferral / active EE | $11,832 | $8,034+47.3% | $7,298+62.1% | $5,850+102.3% |
| Admin fee / account holder | $23,345 | $13,121+77.9% | $10,843+115.3% | $11,596+101.3% |