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 | $82,268 | $162,781-49.5% | $133,956-38.6% | $158,922-48.2% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 4.70% | 41.94%-37.2pp | 45.09%-40.4pp | 302.83%-298.1pp |
| Employer contribution / active EE | $1,234 | $4,975-75.2% | $3,919-68.5% | $4,761-74.1% |
| Participant deferral / active EE | $8,172 | $5,911+38.2% | $5,048+61.9% | $5,982+36.6% |
| Admin fee / account holder | $3,490 | $11,736-70.3% | $8,927-60.9% | $11,246-69.0% |