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 | $107,055 | $159,602-32.9% | $150,045-28.7% | $142,382-24.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 5.99% | 70.24%-64.2pp | 62.55%-56.6pp | 217.08%-211.1pp |
| Employer contribution / active EE | $8,754 | $4,961+76.5% | $4,693+86.5% | $4,299+103.6% |
| Participant deferral / active EE | $12,323 | $8,310+48.3% | $7,997+54.1% | $6,507+89.4% |
| Admin fee / account holder | $103,810 | $14,846+599.2% | $13,435+672.7% | $12,624+722.3% |