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 | $58,982 | $148,534-60.3% | $135,903-56.6% | $139,434-57.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 9.80% | 79.19%-69.4pp | 68.23%-58.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $3,747 | $5,243-28.5% | $4,856-22.8% | $4,751-21.1% |
| Participant deferral / active EE | $4,760 | $8,100-41.2% | $7,758-38.6% | $6,710-29.1% |
| Admin fee / account holder | $22,137 | $12,400+78.5% | $10,762+105.7% | $11,403+94.1% |