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 | $107,707 | $89,753+20.0% | $107,525+0.2% | $84,808+27.0% |
| Participation rate | 90.8% | 68.1%+22.7pp | 75.1%+15.7pp | 68.3%+22.5pp |
| Annual return | 9.69% | 29.48%-19.8pp | 181.32%-171.6pp | 40.90%-31.2pp |
| Employer contribution / active EE | $4,188 | $3,113+34.5% | $3,754+11.6% | $2,631+59.2% |
| Participant deferral / active EE | $7,080 | $4,056+74.5% | $5,116+38.4% | $4,212+68.1% |
| Admin fee / account holder | $5,262 | $7,222-27.1% | $8,919-41.0% | $7,344-28.4% |