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 | $104,449 | $103,376+1.0% | $87,100+19.9% | $152,861-31.7% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 5.76% | 28.10%-22.3pp | 28.19%-22.4pp | 345.32%-339.6pp |
| Employer contribution / active EE | $2,432 | $3,220-24.5% | $2,521-3.5% | $4,762-48.9% |
| Participant deferral / active EE | $6,993 | $4,778+46.4% | $4,049+72.7% | $5,850+19.5% |
| Admin fee / account holder | $7,694 | $12,205-37.0% | $7,497+2.6% | $11,596-33.7% |