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 | $110,441 | $178,174-38.0% | $156,181-29.3% | $137,256-19.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 2.52% | 84.19%-81.7pp | 64.87%-62.4pp | 220.34%-217.8pp |
| Employer contribution / active EE | $1,779 | $4,972-64.2% | $4,294-58.6% | $4,156-57.2% |
| Participant deferral / active EE | $4,673 | $6,888-32.2% | $6,132-23.8% | $6,407-27.1% |
| Admin fee / account holder | $9,730 | $17,404-44.1% | $14,586-33.3% | $12,270-20.7% |