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 | $111,032 | $183,519-39.5% | $155,509-28.6% | $145,922-23.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 7.64% | 61.17%-53.5pp | 64.67%-57.0pp | 561.29%-553.6pp |
| Employer contribution / active EE | $5,355 | $5,313+0.8% | $4,672+14.6% | $4,660+14.9% |
| Participant deferral / active EE | $5,248 | $6,462-18.8% | $5,626-6.7% | $6,688-21.5% |
| Admin fee / account holder | $1,774 | $19,313-90.8% | $15,912-88.9% | $13,397-86.8% |