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 | $93,163 | $111,754-16.6% | $103,333-9.8% | $145,922-36.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 8.15% | 24.77%-16.6pp | 24.88%-16.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $4,801 | $4,212+14.0% | $3,868+24.1% | $4,660+3.0% |
| Participant deferral / active EE | $8,936 | $5,619+59.0% | $5,057+76.7% | $6,688+33.6% |
| Admin fee / account holder | $4,082 | $9,750-58.1% | $8,355-51.1% | $13,397-69.5% |