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 | $57,288 | $159,602-64.1% | $150,045-61.8% | $142,382-59.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 10.43% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $5,234 | $4,961+5.5% | $4,693+11.5% | $4,299+21.7% |
| Participant deferral / active EE | $8,020 | $8,310-3.5% | $7,997+0.3% | $6,507+23.2% |
| Admin fee / account holder | $201,548 | $14,846+1257.6% | $13,435+1400.2% | $12,624+1496.6% |