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 | $109,884 | $159,602-31.2% | $150,045-26.8% | $142,382-22.8% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 12.07% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $10,865 | $4,961+119.0% | $4,693+131.5% | $4,299+152.7% |
| Participant deferral / active EE | $6,761 | $8,310-18.6% | $7,997-15.5% | $6,507+3.9% |
| Admin fee / account holder | $18,202 | $14,846+22.6% | $13,435+35.5% | $12,624+44.2% |