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 | $83,517 | $148,534-43.8% | $135,903-38.5% | $139,434-40.1% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 8.28% | 79.19%-70.9pp | 68.23%-60.0pp | 372.94%-364.7pp |
| Employer contribution / active EE | $12,001 | $5,243+128.9% | $4,856+147.1% | $4,751+152.6% |
| Participant deferral / active EE | $8,849 | $8,100+9.2% | $7,758+14.1% | $6,710+31.9% |
| Admin fee / account holder | $46,037 | $12,400+271.3% | $10,762+327.8% | $11,403+303.7% |