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 | $105,839 | $106,584-0.7% | $101,326+4.5% | $142,382-25.7% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 12.24% | 36.93%-24.7pp | 36.82%-24.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,167 | $3,956-70.5% | $3,665-68.2% | $4,299-72.9% |
| Participant deferral / active EE | $8,797 | $8,297+6.0% | $7,994+10.0% | $6,507+35.2% |
| Admin fee / account holder | $1,472 | $11,446-87.1% | $11,185-86.8% | $12,624-88.3% |