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 | $66,515 | $101,069-34.2% | $81,478-18.4% | $147,584-54.9% |
| Participation rate | 82.4% | 74.5%+7.9pp | 68.0%+14.4pp | 82.8%-0.5pp |
| Annual return | 7.43% | 32.40%-25.0pp | 38.78%-31.3pp | 578.55%-571.1pp |
| Employer contribution / active EE | $2,066 | $3,205-35.5% | $2,568-19.5% | $4,876-57.6% |
| Participant deferral / active EE | $2,564 | $4,242-39.5% | $3,537-27.5% | $5,439-52.8% |
| Admin fee / account holder | $5,076 | $5,812-12.7% | $4,561+11.3% | $10,885-53.4% |