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 | $151,367 | $107,334+41.0% | $92,893+62.9% | $152,861-1.0% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.0%-3.8pp | 82.4%-10.2pp |
| Annual return | 3.30% | 145.58%-142.3pp | 109.41%-106.1pp | 345.32%-342.0pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,610 | $4,845-4.8% | $4,236+8.8% | $5,850-21.2% |
| Admin fee / account holder | $10,944 | $7,079+54.6% | $5,794+88.9% | $11,596-5.6% |