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 | $148,529 | $214,378-30.7% | $200,582-26.0% | $142,382+4.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.36% | 46.41%-35.0pp | 42.33%-31.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,621 | $6,841-61.7% | $6,419-59.2% | $4,299-39.0% |
| Participant deferral / active EE | $5,997 | $9,865-39.2% | $9,331-35.7% | $6,507-7.8% |
| Admin fee / account holder | $5,877 | $17,692-66.8% | $16,305-64.0% | $12,624-53.4% |