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 | $114,041 | $100,852+13.1% | $90,404+26.1% | $158,922-28.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 3.10% | 1724.20%-1721.1pp | 1293.02%-1289.9pp | 302.83%-299.7pp |
| Employer contribution / active EE | $1,942 | $3,689-47.4% | $3,262-40.5% | $4,761-59.2% |
| Participant deferral / active EE | $3,663 | $4,348-15.7% | $3,963-7.6% | $5,982-38.8% |
| Admin fee / account holder | $8,598 | $6,501+32.3% | $5,611+53.2% | $11,246-23.5% |