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 | $144,310 | $165,335-12.7% | $149,696-3.6% | $158,922-9.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 6.94% | 348.15%-341.2pp | 276.60%-269.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,384 | $5,103-72.9% | $4,644-70.2% | $4,761-70.9% |
| Participant deferral / active EE | $4,717 | $7,181-34.3% | $6,842-31.1% | $5,982-21.1% |
| Admin fee / account holder | $698 | $10,807-93.5% | $9,309-92.5% | $11,246-93.8% |