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 | $95,386 | $165,335-42.3% | $149,696-36.3% | $158,922-40.0% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 4.58% | 348.15%-343.6pp | 276.60%-272.0pp | 302.83%-298.2pp |
| Employer contribution / active EE | $4,644 | $5,103-9.0% | $4,6440% | $4,761-2.5% |
| Participant deferral / active EE | $4,251 | $7,181-40.8% | $6,842-37.9% | $5,982-28.9% |
| Admin fee / account holder | $1,334 | $10,807-87.7% | $9,309-85.7% | $11,246-88.1% |