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 | $71,822 | $148,534-51.6% | $135,903-47.2% | $139,434-48.5% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 1.49% | 79.19%-77.7pp | 68.23%-66.7pp | 372.94%-371.5pp |
| Employer contribution / active EE | $4,001 | $5,243-23.7% | $4,856-17.6% | $4,751-15.8% |
| Participant deferral / active EE | $10,269 | $8,100+26.8% | $7,758+32.4% | $6,710+53.0% |
| Admin fee / account holder | $697 | $12,400-94.4% | $10,762-93.5% | $11,403-93.9% |