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 | $134,211 | $185,822-27.8% | $169,993-21.0% | $139,434-3.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 8.62% | 60.50%-51.9pp | 53.37%-44.7pp | 372.94%-364.3pp |
| Employer contribution / active EE | $3,270 | $7,590-56.9% | $6,785-51.8% | $4,751-31.2% |
| Participant deferral / active EE | $13,049 | $11,622+12.3% | $10,408+25.4% | $6,710+94.5% |
| Admin fee / account holder | $208,826 | $15,381+1257.7% | $12,815+1529.5% | $11,403+1731.4% |