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 | $110,243 | $111,535-1.2% | $105,223+4.8% | $137,256-19.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 8.54% | 237.85%-229.3pp | 180.65%-172.1pp | 220.34%-211.8pp |
| Employer contribution / active EE | $3,487 | $3,939-11.5% | $3,689-5.5% | $4,156-16.1% |
| Participant deferral / active EE | $17,136 | $5,500+211.6% | $5,072+237.9% | $6,407+167.5% |
| Admin fee / account holder | $2,097 | $9,721-78.4% | $8,859-76.3% | $12,270-82.9% |