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 | $87,095 | $165,335-47.3% | $149,696-41.8% | $158,922-45.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 7.74% | 348.15%-340.4pp | 276.60%-268.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $5,788 | $5,103+13.4% | $4,644+24.6% | $4,761+21.6% |
| Participant deferral / active EE | $6,192 | $7,181-13.8% | $6,842-9.5% | $5,982+3.5% |
| Admin fee / account holder | $80,534 | $10,807+645.2% | $9,309+765.1% | $11,246+616.1% |