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 | $104,388 | $183,963-43.3% | $162,163-35.6% | $152,861-31.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 9.70% | 150.76%-141.1pp | 115.59%-105.9pp | 345.32%-335.6pp |
| Employer contribution / active EE | $2,381 | $6,371-62.6% | $5,614-57.6% | $4,762-50.0% |
| Participant deferral / active EE | $15,029 | $8,034+87.1% | $7,298+105.9% | $5,850+156.9% |
| Admin fee / account holder | $387 | $13,121-97.0% | $10,843-96.4% | $11,596-96.7% |