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 | $117,936 | $159,602-26.1% | $150,045-21.4% | $142,382-17.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 9.40% | 70.24%-60.8pp | 62.55%-53.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $3,577 | $4,961-27.9% | $4,693-23.8% | $4,299-16.8% |
| Participant deferral / active EE | $12,040 | $8,310+44.9% | $7,997+50.5% | $6,507+85.0% |
| Admin fee / account holder | $57,313 | $14,846+286.0% | $13,435+326.6% | $12,624+354.0% |