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 | $117,893 | $101,618+16.0% | $93,063+26.7% | $137,256-14.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 8.12% | 223.95%-215.8pp | 34.15%-26.0pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,977 | $2,707+10.0% | $2,476+20.2% | $4,156-28.4% |
| Participant deferral / active EE | $6,240 | $4,279+45.8% | $3,958+57.6% | $6,407-2.6% |
| Admin fee / account holder | $23,419 | $6,198+277.8% | $6,033+288.2% | $12,270+90.9% |