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 | $91,083 | $217,402-58.1% | $185,823-51.0% | $167,490-45.6% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 5.64% | 148.36%-142.7pp | 122.05%-116.4pp | 478.56%-472.9pp |
| Employer contribution / active EE | $6,739 | $5,873+14.7% | $5,167+30.4% | $4,837+39.3% |
| Participant deferral / active EE | $10,180 | $6,356+60.2% | $5,568+82.8% | $6,341+60.5% |
| Admin fee / account holder | $689 | $19,811-96.5% | $16,237-95.8% | $12,309-94.4% |