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 | $83,553 | $177,572-52.9% | $154,803-46.0% | $142,382-41.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 7.83% | 65.07%-57.2pp | 58.88%-51.1pp | 217.08%-209.2pp |
| Employer contribution / active EE | $15,067 | $4,810+213.2% | $4,305+249.9% | $4,299+250.5% |
| Participant deferral / active EE | $5,777 | $6,272-7.9% | $5,540+4.3% | $6,507-11.2% |
| Admin fee / account holder | $47,989 | $16,786+185.9% | $14,329+234.9% | $12,624+280.2% |