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 7-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 | $81,378 | $172,111-52.7% | $150,298-45.9% | $137,256-40.7% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 9.47% | 69.37%-59.9pp | 62.79%-53.3pp | 220.34%-210.9pp |
| Employer contribution / active EE | $2,167 | $4,636-53.3% | $4,154-47.8% | $4,156-47.9% |
| Participant deferral / active EE | $6,893 | $6,166+11.8% | $5,453+26.4% | $6,407+7.6% |
| Admin fee / account holder | $990 | $16,471-94.0% | $14,116-93.0% | $12,270-91.9% |