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 | $59,480 | $192,717-69.1% | $142,449-58.2% | $139,434-57.3% |
| Participation rate | 80.0% | 81.5%-1.5pp | 76.8%+3.2pp | 80.3%-0.3pp |
| Annual return | 6.06% | 17.99%-11.9pp | 19.99%-13.9pp | 372.94%-366.9pp |
| Employer contribution / active EE | $27,285 | $5,806+369.9% | $4,847+462.9% | $4,751+474.3% |
| Participant deferral / active EE | $24,000 | $7,208+232.9% | $6,283+282.0% | $6,710+257.7% |
| Admin fee / account holder | $92,187 | $15,124+509.5% | $10,011+820.9% | $11,403+708.5% |