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 | $138,351 | $178,174-22.4% | $156,181-11.4% | $137,256+0.8% |
| Participation rate | 89.5% | 82.0%+7.4pp | 78.8%+10.6pp | 80.0%+9.5pp |
| Annual return | 9.68% | 84.19%-74.5pp | 64.87%-55.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $7,915 | $4,972+59.2% | $4,294+84.3% | $4,156+90.5% |
| Participant deferral / active EE | $6,499 | $6,888-5.7% | $6,132+6.0% | $6,407+1.4% |
| Admin fee / account holder | $334 | $17,404-98.1% | $14,586-97.7% | $12,270-97.3% |