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 | $118,366 | $148,534-20.3% | $135,903-12.9% | $139,434-15.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 11.42% | 79.19%-67.8pp | 68.23%-56.8pp | 372.94%-361.5pp |
| Employer contribution / active EE | $3,603 | $5,243-31.3% | $4,856-25.8% | $4,751-24.2% |
| Participant deferral / active EE | $11,621 | $8,100+43.5% | $7,758+49.8% | $6,710+73.2% |
| Admin fee / account holder | $22,582 | $12,400+82.1% | $10,762+109.8% | $11,403+98.0% |