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 | $102,314 | $159,901-36.0% | $146,958-30.4% | $145,922-29.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 7.98% | 98.13%-90.2pp | 418.34%-410.4pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,789 | $5,286-66.2% | $4,933-63.7% | $4,660-61.6% |
| Participant deferral / active EE | $5,401 | $8,428-35.9% | $8,070-33.1% | $6,688-19.2% |
| Admin fee / account holder | $3,730 | $15,044-75.2% | $12,998-71.3% | $13,397-72.2% |