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 | $116,082 | $159,901-27.4% | $146,958-21.0% | $145,922-20.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.48% | 98.13%-89.7pp | 418.34%-409.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $5,410 | $5,286+2.3% | $4,933+9.7% | $4,660+16.1% |
| Participant deferral / active EE | $3,745 | $8,428-55.6% | $8,070-53.6% | $6,688-44.0% |
| Admin fee / account holder | $2,917 | $15,044-80.6% | $12,998-77.6% | $13,397-78.2% |