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 | $89,748 | $154,228-41.8% | $145,433-38.3% | $137,256-34.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 7.10% | 74.59%-67.5pp | 66.58%-59.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $2,862 | $4,804-40.4% | $4,554-37.2% | $4,156-31.1% |
| Participant deferral / active EE | $7,735 | $8,216-5.9% | $7,897-2.1% | $6,407+20.7% |
| Admin fee / account holder | $42,411 | $14,344+195.7% | $13,129+223.0% | $12,270+245.6% |