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 | $138,363 | $176,056-21.4% | $159,436-13.2% | $167,490-17.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.37% | 331.75%-323.4pp | 263.57%-255.2pp | 478.56%-470.2pp |
| Employer contribution / active EE | $5,193 | $5,297-2.0% | $4,829+7.5% | $4,837+7.4% |
| Participant deferral / active EE | $6,791 | $7,750-12.4% | $7,352-7.6% | $6,341+7.1% |
| Admin fee / account holder | $14,974 | $12,554+19.3% | $10,799+38.7% | $12,309+21.7% |