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 | $111,578 | $177,572-37.2% | $154,803-27.9% | $142,382-21.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.56% | 65.07%-54.5pp | 58.88%-48.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $5,579 | $4,810+16.0% | $4,305+29.6% | $4,299+29.8% |
| Participant deferral / active EE | $4,226 | $6,272-32.6% | $5,540-23.7% | $6,507-35.1% |
| Admin fee / account holder | $16,025 | $16,786-4.5% | $14,329+11.8% | $12,624+26.9% |