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 | $80,484 | $227,553-64.6% | $189,557-57.5% | $167,490-51.9% |
| Participation rate | 84.2% | 82.5%+1.7pp | 78.4%+5.8pp | 82.1%+2.1pp |
| Annual return | 4.96% | 78.40%-73.4pp | 64.17%-59.2pp | 478.56%-473.6pp |
| Employer contribution / active EE | $1,888 | $5,316-64.5% | $4,412-57.2% | $4,837-61.0% |
| Participant deferral / active EE | $4,499 | $7,002-35.8% | $6,174-27.1% | $6,341-29.1% |
| Admin fee / account holder | $1,090 | $11,878-90.8% | $9,807-88.9% | $12,309-91.1% |