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 | $99,802 | $165,335-39.6% | $149,696-33.3% | $158,922-37.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 1.40% | 348.15%-346.7pp | 276.60%-275.2pp | 302.83%-301.4pp |
| Employer contribution / active EE | $2,599 | $5,103-49.1% | $4,644-44.0% | $4,761-45.4% |
| Participant deferral / active EE | $5,440 | $7,181-24.3% | $6,842-20.5% | $5,982-9.1% |
| Admin fee / account holder | $11,386 | $10,807+5.4% | $9,309+22.3% | $11,246+1.3% |