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 | $155,183 | $197,591-21.5% | $177,821-12.7% | $158,922-2.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 2.11% | 58.76%-56.6pp | 48.32%-46.2pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,817 | $6,697-72.9% | $5,918-69.3% | $4,761-61.8% |
| Participant deferral / active EE | $3,533 | $8,405-58.0% | $7,714-54.2% | $5,982-40.9% |
| Admin fee / account holder | $3,424 | $15,399-77.8% | $12,427-72.4% | $11,246-69.6% |