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 | $119,352 | $165,335-27.8% | $149,696-20.3% | $158,922-24.9% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 3.45% | 348.15%-344.7pp | 276.60%-273.1pp | 302.83%-299.4pp |
| Employer contribution / active EE | $3,099 | $5,103-39.3% | $4,644-33.3% | $4,761-34.9% |
| Participant deferral / active EE | $3,846 | $7,181-46.4% | $6,842-43.8% | $5,982-35.7% |
| Admin fee / account holder | $601 | $10,807-94.4% | $9,309-93.5% | $11,246-94.7% |