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 | $133,498 | $165,335-19.3% | $149,696-10.8% | $158,922-16.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.01% | 348.15%-342.1pp | 276.60%-270.6pp | 302.83%-296.8pp |
| Employer contribution / active EE | $4,558 | $5,103-10.7% | $4,644-1.9% | $4,761-4.3% |
| Participant deferral / active EE | $12,056 | $7,181+67.9% | $6,842+76.2% | $5,982+101.5% |
| Admin fee / account holder | $25,749 | $10,807+138.3% | $9,309+176.6% | $11,246+129.0% |