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 | $79,661 | $124,425-36.0% | $112,040-28.9% | $137,256-42.0% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 9.84% | 24.72%-14.9pp | 24.52%-14.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $4,518 | $3,411+32.4% | $2,954+52.9% | $4,156+8.7% |
| Participant deferral / active EE | $11,521 | $5,718+101.5% | $5,098+126.0% | $6,407+79.8% |
| Admin fee / account holder | $61,636 | $15,207+305.3% | $12,098+409.5% | $12,270+402.3% |