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 | $121,563 | $183,963-33.9% | $162,163-25.0% | $152,861-20.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 8.26% | 150.76%-142.5pp | 115.59%-107.3pp | 345.32%-337.1pp |
| Employer contribution / active EE | $10,940 | $6,371+71.7% | $5,614+94.9% | $4,762+129.7% |
| Participant deferral / active EE | $5,000 | $8,034-37.8% | $7,298-31.5% | $5,850-14.5% |
| Admin fee / account holder | $1,613 | $13,121-87.7% | $10,843-85.1% | $11,596-86.1% |