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 | $142,644 | $171,865-17.0% | $149,718-4.7% | $147,584-3.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 0.85% | 2113.22%-2112.4pp | 1501.63%-1500.8pp | 578.55%-577.7pp |
| Employer contribution / active EE | $6,759 | $6,275+7.7% | $5,445+24.1% | $4,876+38.6% |
| Participant deferral / active EE | $7,930 | $7,271+9.1% | $6,569+20.7% | $5,439+45.8% |
| Admin fee / account holder | $18,502 | $13,799+34.1% | $11,283+64.0% | $10,885+70.0% |