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 | $127,544 | $159,602-20.1% | $150,045-15.0% | $142,382-10.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 8.05% | 70.24%-62.2pp | 62.55%-54.5pp | 217.08%-209.0pp |
| Employer contribution / active EE | $3,789 | $4,961-23.6% | $4,693-19.3% | $4,299-11.9% |
| Participant deferral / active EE | $11,852 | $8,310+42.6% | $7,997+48.2% | $6,507+82.1% |
| Admin fee / account holder | $103,780 | $14,846+599.0% | $13,435+672.5% | $12,624+722.1% |