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 | $134,644 | $183,519-26.6% | $155,509-13.4% | $145,922-7.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 8.18% | 61.17%-53.0pp | 64.67%-56.5pp | 561.29%-553.1pp |
| Employer contribution / active EE | $5,623 | $5,313+5.8% | $4,672+20.3% | $4,660+20.7% |
| Participant deferral / active EE | $5,754 | $6,462-11.0% | $5,626+2.3% | $6,688-14.0% |
| Admin fee / account holder | $889 | $19,313-95.4% | $15,912-94.4% | $13,397-93.4% |