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 | $135,827 | $177,572-23.5% | $154,803-12.3% | $142,382-4.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 8.84% | 65.07%-56.2pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $9,700 | $4,810+101.6% | $4,305+125.3% | $4,299+125.6% |
| Participant deferral / active EE | $9,403 | $6,272+49.9% | $5,540+69.7% | $6,507+44.5% |
| Admin fee / account holder | $373,555 | $16,786+2125.4% | $14,329+2507.0% | $12,624+2859.2% |