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 | $90,033 | $210,648-57.3% | $177,989-49.4% | $145,922-38.3% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 6.24% | 385.86%-379.6pp | 294.48%-288.2pp | 561.29%-555.0pp |
| Employer contribution / active EE | $2,840 | $4,565-37.8% | $3,949-28.1% | $4,660-39.1% |
| Participant deferral / active EE | $5,826 | $6,958-16.3% | $6,276-7.2% | $6,688-12.9% |
| Admin fee / account holder | $2,475 | $12,013-79.4% | $10,363-76.1% | $13,397-81.5% |