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 8-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 | $101,975 | $124,281-17.9% | $109,143-6.6% | $167,490-39.1% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 4.59% | 26.04%-21.4pp | 25.75%-21.2pp | 478.56%-474.0pp |
| Employer contribution / active EE | $2,893 | $4,207-31.2% | $3,722-22.3% | $4,837-40.2% |
| Participant deferral / active EE | $9,603 | $5,255+82.7% | $4,653+106.4% | $6,341+51.4% |
| Admin fee / account holder | $48,318 | $7,970+506.3% | $6,752+615.6% | $12,309+292.5% |