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 | $113,951 | $172,111-33.8% | $150,298-24.2% | $137,256-17.0% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 9.91% | 69.37%-59.5pp | 62.79%-52.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $5,238 | $4,636+13.0% | $4,154+26.1% | $4,156+26.0% |
| Participant deferral / active EE | $4,674 | $6,166-24.2% | $5,453-14.3% | $6,407-27.1% |
| Admin fee / account holder | $7,193 | $16,471-56.3% | $14,116-49.0% | $12,270-41.4% |