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 | $113,874 | $127,065-10.4% | $113,168+0.6% | $142,382-20.0% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 8.39% | 24.03%-15.6pp | 24.27%-15.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $8,930 | $3,442+159.4% | $2,975+200.1% | $4,299+107.7% |
| Participant deferral / active EE | $13,002 | $5,716+127.5% | $5,107+154.6% | $6,507+99.8% |
| Admin fee / account holder | $39,930 | $15,736+153.8% | $12,068+230.9% | $12,624+216.3% |