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 | $96,257 | $165,335-41.8% | $149,696-35.7% | $158,922-39.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 5.96% | 348.15%-342.2pp | 276.60%-270.6pp | 302.83%-296.9pp |
| Employer contribution / active EE | $7,235 | $5,103+41.8% | $4,644+55.8% | $4,761+52.0% |
| Participant deferral / active EE | $4,939 | $7,181-31.2% | $6,842-27.8% | $5,982-17.4% |
| Admin fee / account holder | $6,995 | $10,807-35.3% | $9,309-24.9% | $11,246-37.8% |