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 | $144,632 | $165,335-12.5% | $149,696-3.4% | $158,922-9.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.46% | 348.15%-340.7pp | 276.60%-269.1pp | 302.83%-295.4pp |
| Employer contribution / active EE | $3,770 | $5,103-26.1% | $4,644-18.8% | $4,761-20.8% |
| Participant deferral / active EE | $8,298 | $7,181+15.6% | $6,842+21.3% | $5,982+38.7% |
| Admin fee / account holder | $414 | $10,807-96.2% | $9,309-95.6% | $11,246-96.3% |