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 | $65,701 | $111,754-41.2% | $103,333-36.4% | $145,922-55.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 7.24% | 24.77%-17.5pp | 24.88%-17.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $8,265 | $4,212+96.2% | $3,868+113.7% | $4,660+77.4% |
| Participant deferral / active EE | $10,183 | $5,619+81.2% | $5,057+101.3% | $6,688+52.3% |
| Admin fee / account holder | $44,960 | $9,750+361.1% | $8,355+438.1% | $13,397+235.6% |