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 | $76,356 | $179,726-57.5% | $156,263-51.1% | $142,382-46.4% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 8.56% | 77.86%-69.3pp | 59.47%-50.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,424 | $5,069-71.9% | $4,333-67.1% | $4,299-66.9% |
| Participant deferral / active EE | $2,476 | $6,956-64.4% | $6,158-59.8% | $6,507-61.9% |
| Admin fee / account holder | $9,273 | $17,272-46.3% | $14,255-34.9% | $12,624-26.5% |