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 | $120,761 | $154,228-21.7% | $145,433-17.0% | $137,256-12.0% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 6.37% | 74.59%-68.2pp | 66.58%-60.2pp | 220.34%-214.0pp |
| Employer contribution / active EE | $17,090 | $4,804+255.8% | $4,554+275.2% | $4,156+311.2% |
| Participant deferral / active EE | $9,162 | $8,216+11.5% | $7,897+16.0% | $6,407+43.0% |
| Admin fee / account holder | $190,860 | $14,344+1230.6% | $13,129+1353.7% | $12,270+1455.5% |