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 | $73,664 | $198,466-62.9% | $170,442-56.8% | $147,584-50.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 7.05% | 257.29%-250.2pp | 205.93%-198.9pp | 578.55%-571.5pp |
| Employer contribution / active EE | $7,727 | $6,184+25.0% | $5,433+42.2% | $4,876+58.5% |
| Participant deferral / active EE | $2,468 | $5,629-56.2% | $4,939-50.0% | $5,439-54.6% |
| Admin fee / account holder | $397 | $16,852-97.6% | $13,880-97.1% | $10,885-96.4% |