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 | $114,186 | $159,901-28.6% | $146,958-22.3% | $145,922-21.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.92% | 98.13%-89.2pp | 418.34%-409.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $5,464 | $5,286+3.4% | $4,933+10.8% | $4,660+17.3% |
| Participant deferral / active EE | $10,639 | $8,428+26.2% | $8,070+31.8% | $6,688+59.1% |
| Admin fee / account holder | $131,735 | $15,044+775.7% | $12,998+913.5% | $13,397+883.3% |