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 | $91,874 | $154,228-40.4% | $145,433-36.8% | $137,256-33.1% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 12.43% | 74.59%-62.2pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,628 | $4,804-66.1% | $4,554-64.2% | $4,156-60.8% |
| Participant deferral / active EE | $8,481 | $8,216+3.2% | $7,897+7.4% | $6,407+32.4% |
| Admin fee / account holder | $21,343 | $14,344+48.8% | $13,129+62.6% | $12,270+73.9% |