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 6-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 | $109,218 | $124,281-12.1% | $109,143+0.1% | $167,490-34.8% |
| Participation rate | 86.4% | 79.4%+6.9pp | 75.9%+10.5pp | 82.1%+4.3pp |
| Annual return | 6.35% | 26.04%-19.7pp | 25.75%-19.4pp | 478.56%-472.2pp |
| Employer contribution / active EE | $2,264 | $4,207-46.2% | $3,722-39.2% | $4,837-53.2% |
| Participant deferral / active EE | $5,964 | $5,255+13.5% | $4,653+28.2% | $6,341-5.9% |
| Admin fee / account holder | $25,365 | $7,970+218.3% | $6,752+275.7% | $12,309+106.1% |