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 | $103,649 | $150,440-31.1% | $136,294-24.0% | $147,584-29.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 10.00% | 1049.08%-1039.1pp | 5155.94%-5145.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $6,068 | $5,256+15.4% | $4,695+29.2% | $4,876+24.4% |
| Participant deferral / active EE | $3,105 | $6,630-53.2% | $6,247-50.3% | $5,439-42.9% |
| Admin fee / account holder | $213,559 | $10,905+1858.3% | $9,243+2210.4% | $10,885+1861.9% |