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 9-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 | $118,085 | $159,901-26.2% | $146,958-19.6% | $145,922-19.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 2.48% | 98.13%-95.7pp | 418.34%-415.9pp | 561.29%-558.8pp |
| Employer contribution / active EE | $3,110 | $5,286-41.2% | $4,933-37.0% | $4,660-33.3% |
| Participant deferral / active EE | $17,404 | $8,428+106.5% | $8,070+115.7% | $6,688+160.2% |
| Admin fee / account holder | $26,244 | $15,044+74.4% | $12,998+101.9% | $13,397+95.9% |