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 | $157,373 | $111,754+40.8% | $103,333+52.3% | $145,922+7.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 6.78% | 24.77%-18.0pp | 24.88%-18.1pp | 561.29%-554.5pp |
| Employer contribution / active EE | $4,238 | $4,212+0.6% | $3,868+9.6% | $4,660-9.1% |
| Participant deferral / active EE | $11,523 | $5,619+105.1% | $5,057+127.8% | $6,688+72.3% |
| Admin fee / account holder | $1,317 | $9,750-86.5% | $8,355-84.2% | $13,397-90.2% |