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 | $121,698 | $176,056-30.9% | $159,436-23.7% | $167,490-27.3% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 6.76% | 331.75%-325.0pp | 263.57%-256.8pp | 478.56%-471.8pp |
| Employer contribution / active EE | $9,706 | $5,297+83.2% | $4,829+101.0% | $4,837+100.6% |
| Participant deferral / active EE | $7,893 | $7,750+1.8% | $7,352+7.4% | $6,341+24.5% |
| Admin fee / account holder | $636 | $12,554-94.9% | $10,799-94.1% | $12,309-94.8% |