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 | $39,292 | $198,466-80.2% | $170,442-76.9% | $147,584-73.4% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 5.05% | 257.29%-252.2pp | 205.93%-200.9pp | 578.55%-573.5pp |
| Employer contribution / active EE | $5,567 | $6,184-10.0% | $5,433+2.5% | $4,876+14.2% |
| Participant deferral / active EE | $5,899 | $5,629+4.8% | $4,939+19.4% | $5,439+8.5% |
| Admin fee / account holder | $407 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |