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 | $113,826 | $148,534-23.4% | $135,903-16.2% | $139,434-18.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 8.27% | 79.19%-70.9pp | 68.23%-60.0pp | 372.94%-364.7pp |
| Employer contribution / active EE | $3,215 | $5,243-38.7% | $4,856-33.8% | $4,751-32.3% |
| Participant deferral / active EE | $8,707 | $8,100+7.5% | $7,758+12.2% | $6,710+29.8% |
| Admin fee / account holder | $20,551 | $12,400+65.7% | $10,762+91.0% | $11,403+80.2% |