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 | $78,827 | $154,228-48.9% | $145,433-45.8% | $137,256-42.6% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 11.32% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $4,654 | $4,804-3.1% | $4,554+2.2% | $4,156+12.0% |
| Participant deferral / active EE | $8,320 | $8,216+1.3% | $7,897+5.4% | $6,407+29.9% |
| Admin fee / account holder | $18,324 | $14,344+27.8% | $13,129+39.6% | $12,270+49.3% |