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 | $54,037 | $198,466-72.8% | $170,442-68.3% | $147,584-63.4% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 5.28% | 257.29%-252.0pp | 205.93%-200.6pp | 578.55%-573.3pp |
| Employer contribution / active EE | $1,639 | $6,184-73.5% | $5,433-69.8% | $4,876-66.4% |
| Participant deferral / active EE | $3,473 | $5,629-38.3% | $4,939-29.7% | $5,439-36.1% |
| Admin fee / account holder | $1,234 | $16,852-92.7% | $13,880-91.1% | $10,885-88.7% |