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 | $136,310 | $110,261+23.6% | $95,745+42.4% | $139,434-2.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 5.36% | 27.11%-21.7pp | 28.35%-23.0pp | 372.94%-367.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,245-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,238 | $6,613-81.3% | $5,678-78.2% | $11,403-89.1% |