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 | $66,210 | $165,335-60.0% | $149,696-55.8% | $158,922-58.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.02% | 348.15%-342.1pp | 276.60%-270.6pp | 302.83%-296.8pp |
| Employer contribution / active EE | $1,392 | $5,103-72.7% | $4,644-70.0% | $4,761-70.8% |
| Participant deferral / active EE | $2,754 | $7,181-61.6% | $6,842-59.7% | $5,982-54.0% |
| Admin fee / account holder | $1,162 | $10,807-89.2% | $9,309-87.5% | $11,246-89.7% |