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 | $85,501 | $102,317-16.4% | $146,958-41.8% | $80,856+5.7% |
| Participation rate | 75.9% | 75.8%0pp | 82.2%-6.3pp | 67.6%+8.2pp |
| Annual return | 11.11% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,987 | $3,713+7.4% | $4,933-19.2% | $2,755+44.7% |
| Participant deferral / active EE | $7,227 | $6,644+8.8% | $8,070-10.4% | $4,296+68.2% |
| Admin fee / account holder | $5,127 | $7,941-35.4% | $12,998-60.6% | $6,918-25.9% |