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 | $110,225 | $114,381-3.6% | $107,525+2.5% | $142,382-22.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 7.73% | 242.71%-235.0pp | 181.32%-173.6pp | 217.08%-209.3pp |
| Employer contribution / active EE | $2,062 | $4,015-48.6% | $3,754-45.1% | $4,299-52.0% |
| Participant deferral / active EE | $7,763 | $5,564+39.5% | $5,116+51.8% | $6,507+19.3% |
| Admin fee / account holder | $55,520 | $9,860+463.1% | $8,919+522.5% | $12,624+339.8% |