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 | $115,951 | $209,832-44.7% | $189,513-38.8% | $167,490-30.8% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 4.55% | 748.27%-743.7pp | 555.15%-550.6pp | 478.56%-474.0pp |
| Employer contribution / active EE | $4,484 | $6,914-35.1% | $6,162-27.2% | $4,837-7.3% |
| Participant deferral / active EE | $10,333 | $8,935+15.6% | $8,221+25.7% | $6,341+62.9% |
| Admin fee / account holder | $104,619 | $14,293+631.9% | $12,045+768.6% | $12,309+749.9% |