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 | $134,312 | $198,466-32.3% | $170,442-21.2% | $147,584-9.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.67% | 257.29%-248.6pp | 205.93%-197.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $4,906 | $6,184-20.7% | $5,433-9.7% | $4,876+0.6% |
| Participant deferral / active EE | $8,910 | $5,629+58.3% | $4,939+80.4% | $5,439+63.8% |
| Admin fee / account holder | $10,211 | $16,852-39.4% | $13,880-26.4% | $10,885-6.2% |