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 | $64,870 | $124,281-47.8% | $109,143-40.6% | $167,490-61.3% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 2.34% | 26.04%-23.7pp | 25.75%-23.4pp | 478.56%-476.2pp |
| Employer contribution / active EE | $5,683 | $4,207+35.1% | $3,722+52.7% | $4,837+17.5% |
| Participant deferral / active EE | $8,840 | $5,255+68.2% | $4,653+90.0% | $6,341+39.4% |
| Admin fee / account holder | $80,884 | $7,970+914.9% | $6,752+1097.9% | $12,309+557.1% |