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 | $129,839 | $150,440-13.7% | $136,294-4.7% | $147,584-12.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 7.72% | 1049.08%-1041.4pp | 5155.94%-5148.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $7,619 | $5,256+44.9% | $4,695+62.3% | $4,876+56.2% |
| Participant deferral / active EE | $5,594 | $6,630-15.6% | $6,247-10.5% | $5,439+2.9% |
| Admin fee / account holder | $2,807 | $10,905-74.3% | $9,243-69.6% | $10,885-74.2% |