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 | $110,453 | $111,535-1.0% | $105,223+5.0% | $137,256-19.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 8.38% | 237.85%-229.5pp | 180.65%-172.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $2,079 | $3,939-47.2% | $3,689-43.6% | $4,156-50.0% |
| Participant deferral / active EE | $4,179 | $5,500-24.0% | $5,072-17.6% | $6,407-34.8% |
| Admin fee / account holder | $3,848 | $9,721-60.4% | $8,859-56.6% | $12,270-68.6% |