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 | $144,057 | $177,572-18.9% | $154,803-6.9% | $142,382+1.2% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 9.60% | 65.07%-55.5pp | 58.88%-49.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $4,861 | $4,810+1.0% | $4,305+12.9% | $4,299+13.1% |
| Participant deferral / active EE | $3,644 | $6,272-41.9% | $5,540-34.2% | $6,507-44.0% |
| Admin fee / account holder | $696 | $16,786-95.9% | $14,329-95.1% | $12,624-94.5% |