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 | $146,826 | $209,411-29.9% | $178,490-17.7% | $158,922-7.6% |
| Participation rate | 81.0% | 86.3%-5.4pp | 81.9%-1.0pp | 82.0%-1.0pp |
| Annual return | 6.04% | 188.75%-182.7pp | 151.07%-145.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,474 | $5,706-74.2% | $5,011-70.6% | $4,761-69.0% |
| Participant deferral / active EE | $4,149 | $5,954-30.3% | $5,202-20.2% | $5,982-30.6% |
| Admin fee / account holder | $1,467 | $17,074-91.4% | $13,984-89.5% | $11,246-87.0% |