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 9-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 | $112,161 | $175,202-36.0% | $149,673-25.1% | $139,434-19.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 5.20% | 166.71%-161.5pp | 134.42%-129.2pp | 372.94%-367.7pp |
| Employer contribution / active EE | $1,757 | $5,474-67.9% | $4,818-63.5% | $4,751-63.0% |
| Participant deferral / active EE | $4,507 | $6,519-30.9% | $5,680-20.7% | $6,710-32.8% |
| Admin fee / account holder | $10,456 | $16,150-35.3% | $13,210-20.8% | $11,403-8.3% |