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 | $105,309 | $114,237-7.8% | $119,258-11.7% | $167,490-37.1% |
| Participation rate | 93.8% | 83.7%+10.0pp | 82.7%+11.0pp | 82.1%+11.6pp |
| Annual return | 6.76% | 29.87%-23.1pp | 30.69%-23.9pp | 478.56%-471.8pp |
| Employer contribution / active EE | $5,148 | $4,481+14.9% | $4,384+17.4% | $4,837+6.4% |
| Participant deferral / active EE | $2,771 | $6,084-54.5% | $6,111-54.7% | $6,341-56.3% |
| Admin fee / account holder | $15,719 | $8,932+76.0% | $7,226+117.5% | $12,309+27.7% |