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 | $113,292 | $177,572-36.2% | $154,803-26.8% | $142,382-20.4% |
| Participation rate | 84.2% | 82.1%+2.2pp | 78.1%+6.1pp | 80.1%+4.1pp |
| Annual return | 10.79% | 65.07%-54.3pp | 58.88%-48.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $16,331 | $4,810+239.5% | $4,305+279.3% | $4,299+279.9% |
| Participant deferral / active EE | $6,936 | $6,272+10.6% | $5,540+25.2% | $6,507+6.6% |
| Admin fee / account holder | $114,720 | $16,786+583.4% | $14,329+700.6% | $12,624+808.8% |