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 | $118,285 | $157,256-24.8% | $141,162-16.2% | $152,861-22.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.45% | 64.32%-55.9pp | 71.39%-62.9pp | 345.32%-336.9pp |
| Employer contribution / active EE | $5,940 | $5,261+12.9% | $4,735+25.5% | $4,762+24.7% |
| Participant deferral / active EE | $10,340 | $7,109+45.4% | $6,709+54.1% | $5,850+76.7% |
| Admin fee / account holder | $948 | $12,120-92.2% | $10,261-90.8% | $11,596-91.8% |