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 | $112,341 | $125,758-10.7% | $169,993-33.9% | $75,163+49.5% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.0%+7.7pp | 67.2%+27.5pp |
| Annual return | 8.08% | 27.20%-19.1pp | 53.37%-45.3pp | 160.62%-152.5pp |
| Employer contribution / active EE | $6,971 | $4,615+51.1% | $6,785+2.7% | $2,670+161.1% |
| Participant deferral / active EE | $3,850 | $6,837-43.7% | $10,408-63.0% | $4,125-6.7% |
| Admin fee / account holder | $8,967 | $8,173+9.7% | $12,815-30.0% | $5,651+58.7% |