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 | $120,135 | $175,202-31.4% | $149,673-19.7% | $139,434-13.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 10.22% | 166.71%-156.5pp | 134.42%-124.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,679 | $5,474-51.1% | $4,818-44.4% | $4,751-43.6% |
| Participant deferral / active EE | $11,000 | $6,519+68.7% | $5,680+93.7% | $6,710+63.9% |
| Admin fee / account holder | $786 | $16,150-95.1% | $13,210-94.0% | $11,403-93.1% |