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 | $149,558 | $107,334+39.3% | $92,893+61.0% | $152,861-2.2% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 3.37% | 145.58%-142.2pp | 109.41%-106.0pp | 345.32%-341.9pp |
| Employer contribution / active EE | $5,491 | $4,221+30.1% | $3,653+50.3% | $4,762+15.3% |
| Participant deferral / active EE | $3,500 | $4,845-27.8% | $4,236-17.4% | $5,850-40.2% |
| Admin fee / account holder | $23,746 | $7,079+235.4% | $5,794+309.8% | $11,596+104.8% |