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 | $116,091 | $124,425-6.7% | $112,040+3.6% | $137,256-15.4% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 9.85% | 24.72%-14.9pp | 24.52%-14.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,169 | $3,411-36.4% | $2,954-26.6% | $4,156-47.8% |
| Participant deferral / active EE | $3,379 | $5,718-40.9% | $5,098-33.7% | $6,407-47.3% |
| Admin fee / account holder | $1,379 | $15,207-90.9% | $12,098-88.6% | $12,270-88.8% |