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 | $144,670 | $209,411-30.9% | $178,490-18.9% | $158,922-9.0% |
| Participation rate | 89.5% | 86.3%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 6.16% | 188.75%-182.6pp | 151.07%-144.9pp | 302.83%-296.7pp |
| Employer contribution / active EE | $3,243 | $5,706-43.2% | $5,011-35.3% | $4,761-31.9% |
| Participant deferral / active EE | $3,057 | $5,954-48.7% | $5,202-41.2% | $5,982-48.9% |
| Admin fee / account holder | $2,552 | $17,074-85.1% | $13,984-81.7% | $11,246-77.3% |