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 | $120,516 | $148,534-18.9% | $135,903-11.3% | $139,434-13.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 5.91% | 79.19%-73.3pp | 68.23%-62.3pp | 372.94%-367.0pp |
| Employer contribution / active EE | $6,189 | $5,243+18.1% | $4,856+27.5% | $4,751+30.3% |
| Participant deferral / active EE | $12,945 | $8,100+59.8% | $7,758+66.9% | $6,710+92.9% |
| Admin fee / account holder | $4,907 | $12,400-60.4% | $10,762-54.4% | $11,403-57.0% |