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 | $113,570 | $165,335-31.3% | $149,696-24.1% | $158,922-28.5% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 6.87% | 348.15%-341.3pp | 276.60%-269.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $4,009 | $5,103-21.4% | $4,644-13.7% | $4,761-15.8% |
| Participant deferral / active EE | $6,559 | $7,181-8.7% | $6,842-4.1% | $5,982+9.6% |
| Admin fee / account holder | $1,766 | $10,807-83.7% | $9,309-81.0% | $11,246-84.3% |