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 | $111,174 | $154,117-27.9% | $129,995-14.5% | $139,434-20.3% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 7.39% | 32.48%-25.1pp | -137.18%+144.6pp | 372.94%-365.6pp |
| Employer contribution / active EE | $2,582 | $5,289-51.2% | $4,320-40.2% | $4,751-45.6% |
| Participant deferral / active EE | $5,866 | $6,710-12.6% | $5,820+0.8% | $6,710-12.6% |
| Admin fee / account holder | $1,731 | $14,007-87.6% | $10,614-83.7% | $11,403-84.8% |