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 | $102,944 | $109,881-6.3% | $150,045-31.4% | $84,808+21.4% |
| Participation rate | 87.2% | 76.1%+11.1pp | 82.3%+4.9pp | 68.3%+18.9pp |
| Annual return | 11.74% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,748 | $3,561+5.2% | $4,693-20.1% | $2,631+42.5% |
| Participant deferral / active EE | $8,007 | $6,636+20.7% | $7,997+0.1% | $4,212+90.1% |
| Admin fee / account holder | $11,799 | $8,568+37.7% | $13,435-12.2% | $7,344+60.7% |