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 | $84,869 | $165,984-48.9% | $164,813-48.5% | $145,922-41.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 8.18% | 100.03%-91.9pp | 69.93%-61.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $8,464 | $5,273+60.5% | $4,341+95.0% | $4,660+81.7% |
| Participant deferral / active EE | $8,996 | $6,959+29.3% | $6,031+49.1% | $6,688+34.5% |
| Admin fee / account holder | $111,784 | $16,648+571.5% | $12,690+780.9% | $13,397+734.4% |