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 | $114,550 | $214,378-46.6% | $200,582-42.9% | $142,382-19.5% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 10.35% | 46.41%-36.1pp | 42.33%-32.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,603 | $6,841-62.0% | $6,419-59.4% | $4,299-39.5% |
| Participant deferral / active EE | $4,316 | $9,865-56.3% | $9,331-53.8% | $6,507-33.7% |
| Admin fee / account holder | $58,111 | $17,692+228.5% | $16,305+256.4% | $12,624+360.3% |