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 | $125,131 | $154,117-18.8% | $129,995-3.7% | $139,434-10.3% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 9.27% | 32.48%-23.2pp | -137.18%+146.4pp | 372.94%-363.7pp |
| Employer contribution / active EE | $2,137 | $5,289-59.6% | $4,320-50.5% | $4,751-55.0% |
| Participant deferral / active EE | $6,576 | $6,710-2.0% | $5,820+13.0% | $6,710-2.0% |
| Admin fee / account holder | $6,061 | $14,007-56.7% | $10,614-42.9% | $11,403-46.8% |