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 | $130,896 | $214,378-38.9% | $200,582-34.7% | $142,382-8.1% |
| Participation rate | 86.4% | 87.4%-1.1pp | 86.9%-0.5pp | 80.1%+6.2pp |
| Annual return | 11.20% | 46.41%-35.2pp | 42.33%-31.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,204 | $6,841-53.2% | $6,419-50.1% | $4,299-25.5% |
| Participant deferral / active EE | $3,851 | $9,865-61.0% | $9,331-58.7% | $6,507-40.8% |
| Admin fee / account holder | $14,292 | $17,692-19.2% | $16,305-12.3% | $12,624+13.2% |