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 | $96,852 | $114,381-15.3% | $107,525-9.9% | $142,382-32.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 10.11% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $4,544 | $4,015+13.2% | $3,754+21.1% | $4,299+5.7% |
| Participant deferral / active EE | $7,665 | $5,564+37.8% | $5,116+49.8% | $6,507+17.8% |
| Admin fee / account holder | $537 | $9,860-94.5% | $8,919-94.0% | $12,624-95.7% |