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 | $51,062 | $152,587-66.5% | $125,175-59.2% | $152,861-66.6% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 2.10% | 54.84%-52.7pp | 43.79%-41.7pp | 345.32%-343.2pp |
| Employer contribution / active EE | $3,215 | $4,946-35.0% | $3,865-16.8% | $4,762-32.5% |
| Participant deferral / active EE | $5,221 | $5,868-11.0% | $4,937+5.8% | $5,850-10.8% |
| Admin fee / account holder | $1,020 | $13,434-92.4% | $9,702-89.5% | $11,596-91.2% |