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 | $83,131 | $154,228-46.1% | $145,433-42.8% | $137,256-39.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 10.35% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,812 | $4,804-41.5% | $4,554-38.3% | $4,156-32.3% |
| Participant deferral / active EE | $8,557 | $8,216+4.1% | $7,897+8.3% | $6,407+33.6% |
| Admin fee / account holder | $33,463 | $14,344+133.3% | $13,129+154.9% | $12,270+172.7% |