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 | $124,262 | $183,963-32.5% | $162,163-23.4% | $152,861-18.7% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.4%+12.6pp |
| Annual return | 6.00% | 150.76%-144.8pp | 115.59%-109.6pp | 345.32%-339.3pp |
| Employer contribution / active EE | $7,103 | $6,371+11.5% | $5,614+26.5% | $4,762+49.2% |
| Participant deferral / active EE | $6,152 | $8,034-23.4% | $7,298-15.7% | $5,850+5.2% |
| Admin fee / account holder | $1,800 | $13,121-86.3% | $10,843-83.4% | $11,596-84.5% |