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 | $111,814-16.7% | $103,374-9.9% | $145,959-36.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 8.15% | 24.77%-16.6pp | 24.89%-16.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $4,801 | $4,214+13.9% | $3,869+24.1% | $4,661+3.0% |
| Participant deferral / active EE | $8,936 | $5,618+59.0% | $5,058+76.7% | $6,689+33.6% |
| Admin fee / account holder | $4,082 | $9,754-58.2% | $8,394-51.4% | $13,398-69.5% |