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 | $115,124 | $217,402-47.0% | $185,823-38.0% | $167,490-31.3% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 7.46% | 148.36%-140.9pp | 122.05%-114.6pp | 478.56%-471.1pp |
| Employer contribution / active EE | $9,616 | $5,873+63.7% | $5,167+86.1% | $4,837+98.8% |
| Participant deferral / active EE | $2,474 | $6,356-61.1% | $5,568-55.6% | $6,341-61.0% |
| Admin fee / account holder | $5,846 | $19,811-70.5% | $16,237-64.0% | $12,309-52.5% |